Robert Barnard
Robert Barnard is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Park City, UT, with 43 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1441 W Ute Blvd Ste 380, Park City, UT, 84098
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 1993Customer Dispute
July 1993Customer Dispute
March 1993Customer Dispute
September 1991Customer Dispute
September 1991Customer Dispute
Other Business Activities
Robert is involved in managing two rental properties, one in Wickenburg, AZ (co-owned with spouse) and another in San Felipe, Mexico (owned by spouse). He spends a few hours per week on these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Sutro & CO. IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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