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Clifton Barnes

13 Years of Experience
San Antonio, TX
Broker

Clifton Barnes is a registered investment advisor at Cetera Investment Advisers LLC, based in San Antonio, TX, with 13 years of industry experience. Clifton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1045 Central Parkway North, Suite 102, San Antonio, TX, 78232

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Clifton works as an analyst for Monte R Barnes FTC Inc, an accounting and tax practice, dedicating full-time hours. He also owns C.R. Barnes Wealth Management, his financial advising practice, also dedicating full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2012 - Present · 13 yrs 10 mos
Cetera Financial Specialists LLC
June 2012 - Present · 13 yrs 11 mos
Cetera Financial Specialists LLCBroker
June 2012 - Present · 13 yrs 11 mos
State Registrations5 states
CANMNYTXVA
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.