Barnett Financial Services | Financial Advisor in Medford ,NJ

639 Stokes Road
Suite 202
Medford, NJ 08055
Phone: (609) 953-2941

Planning Calculating Managing


About

Barnett Financial Services, LLC is a full service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients--not to a parent company.

13 Years of Experience



General Information
Firm Start Year:   2005
No.of Employees:   2-4
Insurance License#:   9834557
Name of Broker/Dealer:   SII Investments, INC
Name of Custodial Firm:   Pershing
States Licensed in:   NJ,DE,FL,ME,NC,NY,PA,TX
Number of Years with Current Firm:   3
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services
Investment Types:   Insurance , Mutual Funds , Bonds , Stocks , Annuities , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , At your home , At my office , At your office , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Variable Life , Disability , Annuity , Variable Annuity , Life
Financial Organization Memberships:   Financial Services Institute


Firm Information
Firm's Number of Clients:   136
Firm's Number of Managed Clients:   100
Assets Managed by Firm:   $20,000,000
Advisor's Number of Clients:   136
Advisor's Number of Managed Clients:   100
Assets Managed by Advisor:   $20,000,000


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Commissions , Flat Fee , Hourly , Based on Assets
Fee % Based on Assets:   1.5



FAQs

Rich Barnett

Rich Barnett

Communities Served

NJ DE
FL ME
NC NY
PA TX

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 9:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM