Lawrence
Barnard
Paul Winkler, Inc
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About this Advisor
Lawrence Barnard is a financial advisor based in Franklin, Tennessee, working with Paul Winkler, Inc. Lawrence has previously held positions at Crown Financial Concepts, Paul Winkler, Inc, and Signature Investments Inc. Lawrence has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Arkansas, California, Connecticut, Florida, Illinois, Indiana, Kentucky, Maine, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Wisconsin. Currently, Lawrence is part of Paul Winkler, Inc, which operates out of Franklin, Tennessee. The firm has 11 offices and 23 employees. The firm manages assets totaling $284.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 Paul Winkler, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Paul Winkler, Inc Brokerage Details
$283,976,191
23
1,492
$190,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Lawrence Barnard Work History
Paul Winkler, Inc
Crown Financial Concepts
Signature Investments Inc
Disclosures
Please visit the SEC profile of Lawrence Barnard 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 Paul Winkler, Inc
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Mount Juliet, TN
Goodlettsville, TN
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