Todd Barney is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Burlingame, CA, with 26 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
Burlingame, CA
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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 →Other Business Activities
Todd is a member of the finance committee for the Ronald McDonald House in Palo Alto, a philanthropic organization. He dedicates minimal time to this activity, focusing on budgeting oversight and event participation.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Potentia Wealth
Invesco Distributors, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Allianz Global Investors Distributors LLCBroker
Ing Investment Management CO.
Ing Investments Distributor, LLCBroker
Aletheia Securities, INC.,Broker
Franklin Templeton Financial Services CORP.Broker
Templeton/franklin Investment Services,inc.Broker
Cal Fed InvestmentsBroker
State Registrations6 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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