Scott
Barks

Barnes Wealth Management Group

CRD#4068669
Investment Advisor
in Bakersfield, CA

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About this Advisor

Scott Barks is a financial advisor working in Bakersfield, California with 9 years of industry experience. Barks is an employee of Barnes Wealth Management Group. The advisor has gained experience at Lpl Financial, LLC, Barnes Wealth Management Group, First Solutions Insurnce Services, Finhealth Insurance and Purshe Kaplan Sterling Investments. Barks maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in California. Barnes Wealth Management Group is an advisory company that has its headquarters in Bakersfield, CA. It manages $282 million in assets under management among its 1,104 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,104 accounts, just 7% belong to high-net-worth clients who have greater than $1 million in investable assets. The business offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fee schedules typically depend on which services are provided. However, fee types charged by Barnes Wealth Management Group may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5060 California Ave. Suite 600
Bakersfield, CA 93309

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Barnes Wealth Management Group Brokerage Details

Total Assets Under Management

$282,151,198

CA Average: $7,578,581,321
Total Number of Employees

11

CA Average: 43
Total Number of Accounts

1,104

CA Average: 3,727
Average Account Size

$255,572

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Scott Barks Work History

Scott has been registered as a financial advisor for 9 years.*

2012 - Present (12 years)

Barnes Wealth Management Group

2004 - Present (20 years)

First Solutions Insurnce Services

1994 - Present (30 years)

Finhealth Insurance

2015 - 2020 (5 years)

Purshe Kaplan Sterling Investments

2012 - 2015 (3 years)

Lpl Financial, LLC

*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 Scott Barks 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 Barnes Wealth Management Group

Jordan Lewis
Bakersfield, CA
Adam Mackall
Bakersfield, CA
Steven Barnes
Bakersfield, CA
Dani O'Donnell
Bakersfield, CA
Rodney Palmer
Bakersfield, CA
Scott Barks
Bakersfield, CA
Ronald Church
Bakersfield, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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