SB
CFP · ChFC
SB
CFP · ChFC

Steven Barnes

39 Years of Experience
Bakersfield, CA
BrokerSells Insurance

Steven Barnes is a CFP, ChFC-designated registered investment advisor, based in Bakersfield, CA, with 39 years of industry experience.

Location

5060 California Avenue, Suite 600, Bakersfield, CA, 93309

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Steven is the president of Barnes Wealth Management Group, Inc., a financial planning firm, and dedicates about three-quarters of his time to it. He also serves as a volleyball director and coach, provides advice and sales of fixed insurance contracts, leases office space, assists clients with cryptocurrency investments, and is an at-large board member for the Girl Scouts.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2015 - Present · 10 yrs 6 mos
Barnes Wealth Management Group
October 2001 - Present · 24 yrs 7 mos
Previous Registrations
LPL Financial LLC
August 2001 - November 2015 · 14 yrs 3 mos
LPL Financial LLCBroker
August 2001 - November 2015 · 14 yrs 3 mos
Lutheran Brotherhood Securities CORP.Broker
February 1987 - August 2001 · 14 yrs 6 mos
State Registrations10 states
AKCAINKYMINYORTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Steven Barnes - Financial Advisor | TrueAdvisor