AdvisorOS Directory
Claim Profile
GB

Gerald Roger Barnett

BARNETT INVESTMENTS INC·BARTLESVILLE, Oklahoma
Unclaimed Profile
401 S DEWEY STE 204, BARTLESVILLE, OK 74003CRD# 1808997Firm CRD# 111102
01

About

Gerald Roger Barnett is a registered financial advisor based in BARTLESVILLE, Oklahoma, affiliated with BARNETT INVESTMENTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
BARNETT INVESTMENTS INC
BARNETT INVESTMENTS INC
AUM
$80M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BARNETT INVESTMENTS INC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1808997
Firm CRD# 111102
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BARTLESVILLE?

Browse all registered financial advisors in BARTLESVILLE, Oklahoma or claim this profile if it's yours.

Browse BARTLESVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gerald Roger Barnett offer?
Gerald Roger Barnett specializes in Investment Management. Contact their office in BARTLESVILLE, Oklahoma for a consultation.
What are Gerald Roger Barnett's credentials?
Gerald Roger Barnett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Roger Barnett located?
Gerald Roger Barnett is based in BARTLESVILLE, Oklahoma, working with BARNETT INVESTMENTS INC. Their office serves clients in the BARTLESVILLE metropolitan area and surrounding communities.
How does Gerald Roger Barnett charge for services?
Gerald Roger Barnett'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 BARNETT INVESTMENTS INC?
BARNETT INVESTMENTS INC has approximately 1 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BARTLESVILLE
Jon Aubrey Nettles — THE FOCUS GROUP ADVISORS, LLCRobert Curtiss Marlowe — THE FOCUS GROUP ADVISORS, LLCTrevor Shawn Sutterfield — SUTTERFIELD FINANCIAL GROUP, INC.Kelli Ann Barham — SUTTERFIELD FINANCIAL GROUP, INC.Daniel Andrew Vise — THE FOCUS GROUP ADVISORS, LLC
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideTULSA GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile