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Featured Business Financial Advisor in Medford, NJ
Medford Financial Advisors
Barnett Financial Services
639 Stokes Road, Suite 202
Medford, NJ 08055
(609) 953-2941
“Planning Calculating Managing”
Advisor Profile
Name:  Rich Barnett
Phone Number:  (609) 953-2941
Website:  Visit Website

About Barnett Financial Services

Barnett Financial Services, LLC is a full service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients--not to a parent company.
 

General Information

Gender:    Male
CRD#:    1897421
Firm CRD#:    2225
SEC File#:    8-13963
Insurance License#:    9834557
Name of Broker/Dealer:    SII Investments, INC
Name of Custodial Firm:    Pershing
States Licensed in:    NJ,DE,FL,ME,NC,NY,PA,TX
States Willing to do Business in:    NJ,DE,FL,ME,NC,NY,PA,TX
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    3
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, At your home, At my office, At your office, Via phone
 

Qualifications & Memberships

Securities Licenses:    Series 63, Series 66, Series 7, Series 24
Insurance and Annuity Licenses:    Health, Variable Life, Disability, Annuity, Variable Annuity, Life
Financial Organization Memberships:    Financial Services Institute
 

Firm Information

Firm's Number of Clients:    136
Firm's Number of Managed Clients:    100
Assets Managed by Firm:    $20,000,000
Advisor's Number of Clients:    136
Advisor's Number of Managed Clients:    100
Assets Managed by Advisor:    $20,000,000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Commissions, Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:    1.5
 
 
 
Prepared By: Rich Barnett

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