Sefton
Barnes
Caitlin John
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About this Advisor
Sefton Barnes is a financial advisor working in Brighton, Michigan. Barnes is an advisor for Caitlin John. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Hotel Duval, Tequesta Country Club, 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 and Caitlin John, LLC. Barnes holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Caitlin John is a business operating out of Brighton, MI. The firm has offices in 13 locations and a total of 23 financial advisors. It handles $113 million in total assets among its 815 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 815 client accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which services the firm provides the client. Fee types billed by Caitlin John can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Caitlin John Brokerage Details
$113,340,363
23
815
$139,068
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
Sefton has been registered as a financial advisor for 0 years.*
Caitlin John, LLC
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
Tequesta Country Club
Tequesta Country Club
*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 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
Brighton, MI
Brighton, MI
Brighton, MI
Reedley, CA
Brighton, MI
Brighton, MI
Tampa, FL
Brighton, MI
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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