Gerald Barnes (CRD# 6703174) is an Investment Advisor Representative working at Fsg Financial Services, Inc. in Sun City, AZ and has over 8 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fsg Financial Services, Inc. | Sun City, AZ | Feb 2018 - Current | 6 |
| Financial Security Group Of Az, Inc. | Sun City, AZ | Sep 2015 - Current | 8 |
| Client One Securities LLC | Peoria, AZ | May 2017 - Dec 2017 | < 1 |
| Managed Assets | Newport Beach, CA | Mar 1997 - Nov 2017 | 20 |
| Onpointe Advisory And Financial Services LLC | Petaluma, CA | Nov 2016 - Jan 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
| S63 | Uniform Securities State Law Examination | May 2017 |
- AZ
- CA
- NV
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts113ACCOUNTS
-
Average Account Value$238,611
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, LA, NV
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