James Barnette
James Barnette is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Reston, VA, with 39 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
1939 Roland Clarke Place Suite 400, Reston, VA, 20191
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2014Other Business Activities
James is involved with Global Advisor Group as a DBA for his LPL business and Private Advisor Group as a registered investment advisor, dedicating full-time hours to these activities. He also owns rental real estate through MacLongBarn, LLC, but spends no time on it.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Intersecurities, INC.Broker
Financial Planning Services - International, INC.Broker
Intervest International Equities CORP.Broker
Integrated Resources Equity CorporationBroker
Financial Planners Equity CorporationBroker
State Registrations52 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.