Todd Barnes is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, with 28 years of industry experience. Todd 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
3059 Townsgate Rd 4th Fl/Ste 400, [Ld-Rbo], Westlake Village, CA, 91361
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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
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Invest Financial CorporationBroker
State Registrations12 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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