Adam Barnett (CRD# 7575917) is an Investment Advisor Representative working at Ascent Capital in Bend, OR and has over 2 years of experience in the finance industry.
CRD# 5928545
Axia Wealth Management Inc.
CRD# 6254444
Asi Wealth Management & Consulting Services
CRD# 6609914
Copia Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascent Capital Management, LLC | Bend, OR | Jun 2022 - Current | 1 |
| Price Fronk & Co, LLP | Bend, OR | Nov 2017 - Current | 6 |
| Adam M. Barnett Cpa, LLC | Bend, OR | Apr 2016 - Nov 2017 | 1 |
| Thompson Kessler Wiest & Borquist | Portland, OR | Dec 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- OR
-
Total Assets Under Management391MILLIONS
-
Total Number of Accounts1,094ACCOUNTS
-
Average Account Value$357,840
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, HI, LA, MT, OR, TX, WA
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