Sefton Barnes (CRD# 6696699) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 7 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Caitlin John, LLC | Brighton, MI | Feb 2023 - Current | 1 |
Kingsbury Financial Advisors | Tampa, FL | Aug 2021 - Current | 2 |
Trinity Wealth Securities Dba Kingsbury Financial Advisors | Tampa, FL | May 2022 - Feb 2023 | < 1 |
Florida Financial Advisors Dba Kingsbury Financial Advisors | Tampa, FL | May 2022 - Feb 2023 | < 1 |
Trinity Wealth Securities L.l.c | Tampa, FL | Feb 2019 - May 2022 | 3 |
Florida Financial Advisors | Tampa, FL | Aug 2018 - May 2022 | 3 |
Ifs Securities Inc. | Atlanta, GA | Nov 2018 - Feb 2019 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Aug 2016 - Aug 2018 | 2 |
Hotel Duval | Tallahassee, FL | Aug 2013 - Aug 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2017 |
S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- FL
- TX
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Total Assets Under Management143MILLIONS
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Total Number of Accounts948ACCOUNTS
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Average Account Value$151,199
- 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)
- Educational seminars/workshops
CA, CO, CT, FL, IL, IN, MD, MI, NJ, NY, PA, TX, VA
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