BB
CFP
BB
CFP

Bradley Haskins Barnes

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

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Location

801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067

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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 ActivitiesSells Insurance

Bradley runs Barnes Wealth Group as a financial advisor and is an advisor and partner at SageSpring Wealth Partners, dedicating about half his time to each. He also serves on the finance/investment committee for Midtown Fellowship Church and reviews/sells insurance policies to clients through SageSpring Wealth Partners, dedicating minimal time to each.

Employment History
Current Registrations
Sagespring Wealth Partners
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2016 · 7 yrs 11 mos
Raymond James Financial Services
September 2008 - January 2009 · 4 mos
Raymond James Financial Services, INC.Broker
August 2008 - November 2024 · 16 yrs 3 mos
State Registrations3 states
ALTNTX
Advisor
Exams
No exam information available for this advisor.