Barry
Barbernell
Lion Street Advisors, LLC
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About this Advisor
Barry Barbernell is a financial advisor who works out of Laguna Niguel, California with 6 years of relevant experience. Barbernell currently works for Lion Street Advisors, LLC. Their career trajectory has included roles at Summit Financial Group, Kingsley Financial Services Inc, United Planners' Financial Services, Summit Brokerage Services Inc, Lion Street Financial, Lion Street Advisors and Triton Wealth Strategies. Barbernell holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California. Lion Street Advisors, LLC is a financial advisory company headquartered in Austin, TX. It has offices in 27 locations and a total of 146 advisors. It oversees $1 billion in assets across its 4,709 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 4,709 accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Lion Street Advisors, LLC performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules are based on which services are provided. However, fees billed by Lion Street Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Barry Barbernell Work History
Barry has been registered as a financial advisor for 6 years.*
Lion Street Financial
Lion Street Advisors
Triton Wealth Strategies
Kingsley Financial Services Inc
Summit Financial Group
Summit Brokerage Services Inc
United Planners' Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Barry Barbernell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lion Street Advisors, LLC
Austin, TX
Lake Oswego, OR
Bellevue, WA
Philadelphia, PA
Austin, TX
Alpharetta, GA
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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