Barry
Barbernell
Lion Street Advisors, LLC
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About this Advisor
Barry Barbernell is a financial advisor based in Laguna Niguel, California, working with Lion Street Advisors, LLC. Barry has previously held positions 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. Barry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Barry is part of Lion Street Advisors, LLC, which operates out of Laguna Niguel, California. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lion Street Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$2,341,977,930
156
7,526
$311,185
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
Lion Street Financial
Lion Street Advisors
Triton Wealth Strategies
Kingsley Financial Services Inc
Summit Financial Group
Summit Brokerage Services Inc
United Planners' Financial Services
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.
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