TrueAdvisor
TrueAdvisor
AB
CFP
AB
CFP

Andrew Thomas Barnes

Traction Financial Partners
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Traction Financial Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
398 clients
Average Client Portfolio
$660K average
Assets Under Management
$262.8M

Fee Structure

Minimum Investment:$300K

Location

168 County Road 648, Encampment, WY, 82325-1028

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Traction Financial Partners
February 2022 - Present · 4 yrs
Previous Registrations
Lion Street Financial, LLCBroker
February 2021 - January 2022 · 11 mos
Mercer Global Advisors INC.
July 2020 - February 2022 · 1 yr 7 mos
M. J. Smith and Associates
November 2017 - March 2021 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2014 - September 2020 · 6 yrs 3 mos
Gwfs Equities, INC.Broker
May 2013 - May 2014 · 1 yr
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.