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LB
CFP · ChFC
LB
CFP · ChFC

Lance Barnes

Wells Fargo Advisors
28 Years of Experience
Peachtree City, GA
Broker
View SEC Summary
View SEC Summary

Lance Barnes is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Peachtree City, GA, with 28 years of industry experience. Lance is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

101 World Dr, Ste 175, Peachtree City, GA, 30269

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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 Activities

Lance is involved in several business activities, including magic and musical entertainment, real estate holdings through multiple LLCs, and Barnes Wealth Management LLC. He dedicates nearly full-time hours to Barnes Wealth Management LLC, and minimal time to the other activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2022 - Present · 4 yrs 2 mos
Wells Fargo Advisors
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - August 2022 · 14 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - August 2022 · 14 yrs 7 mos
A. G. Edwards & Sons, INC.
April 2006 - January 2008 · 1 yr 9 mos
A. G. Edwards & Sons, INC.Broker
March 2006 - January 2008 · 1 yr 10 mos
Eagle Strategies CORP
October 2003 - April 2006 · 2 yrs 6 mos
Nylife Securities INC.Broker
September 2001 - April 2006 · 4 yrs 7 mos
CUNA Brokerage Services, INC.Broker
July 1999 - October 2001 · 2 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
March 1998 - May 1999 · 1 yr 2 mos
State Registrations29 states
ALCACOCTDCFLGAILINLAMAMIMOMTNCNJNMNVOHOKRISCTNTXUTVAWAWIWY
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.
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