Heather Barnes (CRD# 7240455) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Vernon, MO and has over 3 years of experience in the finance industry.
CRD# 1138058
On Investment Management Co
CRD# 6540404
Edward Jones
CRD# 2238313
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mount Vernon, MO | Jul 2021 - Current | 2 |
| Lawrence County Prosecuting Attorney | Mt. Vernon, MO | Jul 2021 - Jul 2021 | < 1 |
| Waddell And Reed | Mount Vernon, MO | Jan 2021 - Jul 2021 | < 1 |
| Bryan Bowles | Mount Vernon, MO | Jan 2021 - Jul 2021 | < 1 |
| Farm | Mount Vernon, MO | May 2013 - Jul 2021 | 8 |
| Waddell And Reed | Mount Vernon, MO | Mar 2020 - Dec 2020 | < 1 |
| Lawrence County Prosecuting Attorney | Mount Vernon, MO | May 2005 - Mar 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- MO
- TX
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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