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Lori Barnes

BARNES WEALTH MANAGEMENT GROUP, INC.·BAKERSFIELD, California
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5060 CALIFORNIA AVE., BAKERSFIELD, CA 93309CRD# 7711975Firm CRD# 132189
01

About

Lori Barnes is a registered financial advisor based in BAKERSFIELD, California, affiliated with BARNES WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BARNES WEALTH MANAGEMENT GROUP, INC.
BARNES WEALTH MANAGEMENT GROUP
AUM
$337M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BARNES WEALTH MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR FEES
Regulatory
SEC/IARD CRD# 7711975
Firm CRD# 132189
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lori Barnes offer?
Lori Barnes specializes in Financial Planning, Investment Management. Contact their office in BAKERSFIELD, California for a consultation.
What are Lori Barnes's credentials?
Lori Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Barnes located?
Lori Barnes is based in BAKERSFIELD, California, working with BARNES WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the BAKERSFIELD metropolitan area and surrounding communities.
How does Lori Barnes charge for services?
Lori Barnes's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARNES WEALTH MANAGEMENT GROUP, INC.?
BARNES WEALTH MANAGEMENT GROUP, INC. has approximately 10 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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