James Barney (CRD# 7468555) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wildomar, CA and has over 2 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade | San Diego, CA | Oct 2021 - Current | 2 |
| Unemployed | Murietta, CA | Apr 2020 - Oct 2021 | 1 |
| Bjs Restaurant And Brew House | San Diego, CA | Aug 2015 - Mar 2020 | 4 |
| Unemployed | San Diego, CA | Jan 2015 - Jul 2015 | < 1 |
| Costco | San Diego, CA | Jul 2014 - Dec 2014 | < 1 |
| Humphery's By The Bay | San Diego, CA | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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