Aquaila Barnes is a registered investment advisor, based in Belleville, NJ, with 16 years of industry experience.
Location
Belleville, NJ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Aquaila is the owner of Barnes Financial Services NY LLC DBA Barnes Financial Concierge, overseeing tax preparation, tax analysis, and accounting services since 2011. This takes nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
February 2024 - September 2025 · 1 yr 7 mos
Avantax Investment Services, INC.Broker
October 2009 - September 2025 · 15 yrs 11 mos
State Registrations2 states
INNJ
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.