CB
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Colby Barnett

18 Years of Experience
Baton Rouge, LA
Broker

Colby Barnett is a registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 18 years of industry experience. Colby 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

15015 Jamestown Blvd Suite 100, Baton Rouge, LA, 70810

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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

Colby is the compliance director for Horizon Wealth Management LLC and several related entities, dedicating nearly full-time hours to these roles. He also serves as a board member for Jamestown Square HOA, spending minimal time on this activity, and acts as power of attorney for his mother.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
May 2007 - Present · 19 yrs
Previous Registrations
Cetera Advisors LLC
January 2008 - March 2024 · 16 yrs 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Colby Barnett - Financial Advisor | TrueAdvisor