Kevin Barnett is a registered investment advisor, based in San Antonio, TX, with 23 years of industry experience.
Location
700 N. St. Mary's Street, Suite 100, San Antonio, TX, 78212
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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.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
October 2019 - Present · 6 yrs 11 mos
Capfinancial Securities, LLC.
October 2019 - Present · 6 yrs 11 mos
Captrust
October 2019 - Present · 6 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
May 2012 - November 2017 · 5 yrs 6 mos
J.P. Morgan Securities LLCBroker
May 2012 - November 2017 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - April 2012 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2011 - April 2012 · 6 mos
1st Global Advisors INC
October 2010 - September 2011 · 11 mos
1st Global Capital CORP.Broker
December 2009 - September 2011 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - September 2007 · 7 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
August 2000 - September 2007 · 7 yrs 1 mo
Bank United Securities CORP.Broker
September 1999 - June 2000 · 9 mos
Fidelity Brokerage Services, INC.Broker
December 1997 - September 1999 · 1 yr 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.