Sefton
Barnes
Caitlin John
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About this Advisor
Sefton Barnes is a financial advisor based in Brighton, Michigan, working with Caitlin John. Sefton has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Hotel Duval, Florida Financial Advisors, Ifs Securities Inc, Trinity Wealth Securities L.L.C, Trinity Wealth Securities Dba Kingsbury Financial Advisors, Florida Financial Advisors Dba Kingsbury Financial Advisors, Caitlin John, LLC, and Kingsbury Financial Advisors. Sefton has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Sefton is part of Caitlin John, which operates out of Brighton, Michigan. The firm has 15 offices and 24 employees. The firm manages assets totaling $143.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Caitlin John includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Caitlin John Brokerage Details
$143,336,224
24
948
$151,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Sefton Barnes Work History
Caitlin John, LLC
Kingsbury Financial Advisors
Trinity Wealth Securities Dba Kingsbury Financial Advisors
Florida Financial Advisors Dba Kingsbury Financial Advisors
Trinity Wealth Securities L.L.C
Florida Financial Advisors
Ifs Securities Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Hotel Duval
Disclosures
Please visit the SEC profile of Sefton Barnes 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 Caitlin John
Tampa, FL
Tampa, FL
Brighton, MI
Brighton, MI
Brighton, MI
Del Mar, CA
Brighton, MI
Brighton, MI
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