Bradley Barnes is a CFP-designated registered investment advisor, based in Bakersfield, CA, with 45 years of industry experience.
Location
11601 Bolthouse Drive, Suite 120, Bakersfield, CA, 93311
Get directionsHistory
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 ActivitiesSells Insurance
Bradley is the President & CIO of Entruity Wealth, LLC, a registered investment advisor, dedicating nearly full-time hours to client advisory, portfolio management, and financial planning. He also dedicates minimal time to fixed insurance sales, PKS Investments as a registered representative, the Estate Planning Council of Bakersfield, and the Downtown Rotary Club of Bakersfield.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Entruity Wealth, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations7 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.