James Barker
James Barker is a registered investment advisor at Haynes Barker Investment Management, LLC, based in Jackson, TN, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 114 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plan: The price is negotiable and ranges from $250 to $5,000, depending on the complexity of a client’s financial situation. Half the fee is due in advance, the rest upon presentation of the plan.
- Hourly Planning Services: The hourly rate for limited scope engagements is up to $200 per hour.
Location
50 Stonebridge, #2, Jackson, TN, 38305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James performs pension plan consulting services through Haynes Barker Investment Management, LLC, where he is a registered investment advisor. He also has a DBA for his LPL business and owns investment-related rental real estate, but spends no time on it.
Employment History
Current Registrations
Haynes Barker Investment Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Global Capital Securities CorporationBroker
State Registrations4 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.