Unclaimed Profile

Gerald Roger Barnett

BARNETT INVESTMENTS INC·BARTLESVILLE, Oklahoma

Series 2, Series 6, Series 63Clean record38 years registeredBARNETT INVESTMENTS INC

401 S DEWEY STE 204, BARTLESVILLE, OK 74003CRD# 1808997Firm CRD# 111102

Profile Verification

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

Identity

Gerald Roger Barnett · BARTLESVILLE, OK

Registration

CRD #1808997 · BARNETT INVESTMENTS INC · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BARNETT INVESTMENTS INC

COUNCIL OAK WEALTH ADVISORS

Apr 2020 – Apr 2021

BARTLESVILLE, OK

BARNETT INVESTMENTS INC

Mar 1988 – May 2020

BARTLESVILLE, OK

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 63

Registration record

First registered · March 10, 1988

Years registered · 38

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARNETT INVESTMENTS INC

CRD 111102 · SEC 801-31952

AUM

$80M

Regulatory assets under management

Employees

177 client accounts

Services offered by BARNETT INVESTMENTS INC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BARNETT INVESTMENTS INC →

Introduction

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Frequently Asked Questions

What services does Gerald Roger Barnett offer?

Gerald Roger Barnett specializes in Investment Management.

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, last registered with BARNETT INVESTMENTS INC.

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.

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