Michael Barnes (CRD# 2622646) is an Investment Advisor Representative working at True North Advisory, LLC in Bowie, MD and has over 28 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True North Advisory, LLC | Bowie, MD | Mar 2020 - Current | 4 |
| U.s. Department Of Homeland Security Fps | Washington, DC | Oct 2015 - Current | 8 |
| Tlg Advisors, Inc. | Littleton, CO | Oct 2013 - Dec 2016 | 3 |
| U.s. Government Publishing Office | Washington, DC | Aug 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts5ACCOUNTS
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Average Account Value$33,405
- 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
- Selection of other advisers (including private fund managers)
DC, MD, VA
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