Robert Barnett is a ChFC-designated registered investment advisor at Bhk Securities, LLC, based in Birmingham, AL, with 34 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 114 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BHK Securities offers investment advisory programs through First Clearing, charging an advisory fee of up to 2% of your portfolio per year. This fee covers BHK Securities' and First Clearing's services. You'll also pay a separate manager fee, typically ranging from 0% to 0.50%, to the money manager you select. Fees are billed quarterly in advance, and any unearned fees are refunded if you terminate the account. There may be a minimum fee of up to $375 per quarter to maintain the account.
Location
2200 Lakeshore Drive, Suite 250, Birmingham, AL, 35209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bhk Securities, LLCBroker
Bhk Securities, LLC
Bhk Investment Advisors
Previous Registrations
Captrust Financial Advisors
Captrust Financial AdvisorsBroker
Palmer & Cay Securities CorporationBroker
Palmer & Cay Investment Services INC
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
MML Investors Services, INC.Broker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
G. R. Phelps & CO., INC.Broker
State Registrations1 state
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.