Unclaimed Profile

Travis Stanley Barnes

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC·THOMASVILLE, Georgia

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record24 years registeredALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

135 SOUTH MADISON STREET, THOMASVILLE, GA 31792CRD# 2158191Firm CRD# 113106

Profile Verification

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

Identity

Travis Stanley Barnes · THOMASVILLE, GA

Registration

CRD #2158191 · ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Aug 2023 – present

INDEPENDENT ADVISOR ALLIANCE, LLC

Dec 2018 – present

INDEPENDENT FINANCIAL PARTNERS

Oct 2016 – Nov 2018

Tallahassee, FL

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

Jun 2006 – Oct 2016

THOMASVILLE, GA

WILLIAM E. HAMM & ASSOCIATES,INC

Jul 2002 – Dec 2005

TALLAHASSEE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 2, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

CRD 113106 · SEC 801-60350

AUM

$848M

Regulatory assets under management

Employees

1,488 client accounts

Services offered by ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Travis Stanley Barnes offer?

Travis Stanley Barnes specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in THOMASVILLE, Georgia for a consultation.

What are Travis Stanley Barnes's credentials?

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

Where is Travis Stanley Barnes located?

Travis Stanley Barnes is based in THOMASVILLE, Georgia, working with ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC. Their office serves clients in the THOMASVILLE metropolitan area and surrounding communities.

How does Travis Stanley Barnes charge for services?

Travis Stanley Barnes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC?

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC has approximately 22 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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