Richard Barnett (CRD# 1667160) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has 1 year of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highline Wealth Partners | Sherman Oaks, CA | Jul 2022 - Current | 1 |
| Highline Wealth Partners | Sherman Oaks, CA | Aug 2021 - Current | 2 |
| N/a | Los Angeles, CA | Apr 2021 - Aug 2021 | < 1 |
| Northern Trust | Los Angeles, CA | Apr 2002 - Apr 2021 | 19 |
- CA
- TX
-
Total Assets Under Management494MILLIONS
-
Total Number of Accounts726ACCOUNTS
-
Average Account Value$679,985
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, TX
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