James Barnette, Jr. Cfp® Email & Phone Number

I have been a financial advisor since 1987 and a CERTIFIED FINANCIAL PLANNER™ professional since 1989. I am well-versed in a variety of financial areas, including retirement planning, education funding, estate planning and portfolio management. I have a diversified client base of both individual and corporate investors, including corporate retirement plans.Certified Financial Planner Board of Standards Inc. owns the certification mark CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Securities offered through LPL Financial, Member FINRA/SIPC.  For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor.  Private Advisor Group and Global Advisor Group  are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Retirement Planning, Portfolio Management, Estate Planning, and Education Funding.