Unclaimed Profile

Bradley Calvin Barnes

ENTRUITY WEALTH, LLC·BAKERSFIELD, California

SIE, Series 7, Series 63, Series 65CFPClean record29 years registeredENTRUITY WEALTH, LLC

11601 BOLTHOUSE DRIVE, SUITE 120, BAKERSFIELD, CA 93311CRD# 726498Firm CRD# 288331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Calvin Barnes · BAKERSFIELD, CA

Registration

CRD #726498 · ENTRUITY WEALTH, LLC · 29 years registered

Brand Profile

Not yet started

Career History

ENTRUITY WEALTH, LLC

Jul 2017 – present

MORGAN STANLEY

Jun 2009 – Jul 2017

BAKERSFIELD, CA

MORGAN STANLEY & CO. INCORPORATED

Aug 2007 – Jun 2009

BAKERSFIELD, CA

CITIGROUP GLOBAL MARKETS INC.

Mar 1997 – Sep 2007

BAKERSFIELD, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · March 27, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENTRUITY WEALTH, LLC

CRD 288331 · SEC 801-122252

AUM

$119M

Regulatory assets under management

Employees

641 client accounts

Services offered by ENTRUITY WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ENTRUITY WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Calvin Barnes offer?

Bradley Calvin Barnes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BAKERSFIELD, California for a consultation.

What are Bradley Calvin Barnes's credentials?

Bradley Calvin Barnes holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bradley Calvin Barnes located?

Bradley Calvin Barnes is based in BAKERSFIELD, California, working with ENTRUITY WEALTH, LLC. Their office serves clients in the BAKERSFIELD metropolitan area and surrounding communities.

How does Bradley Calvin Barnes charge for services?

Bradley Calvin Barnes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENTRUITY WEALTH, LLC?

ENTRUITY WEALTH, LLC has approximately 4 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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