SB
SB

Sefton Kingsbury Barnes

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
733 clients
Average Client Portfolio
$250K average
Assets Under Management
$183.4M

Fee Structure

Minimum Investment:$250K
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Location

1024 E. Grand River Ave, Suite B, Brighton, MI, 48116

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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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Other Business ActivitiesSells Insurance

Sefton works as an insurance agent selling fixed insurance products since 2018. This activity takes a few hours per week.

Employment History
Current Registrations
Caitlin John, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
March 2019 - February 2023 · 3 yrs 11 mos
Florida Financial Advisors, LLC
January 2019 - February 2023 · 4 yrs 1 mo
Ifs SecuritiesBroker
October 2018 - February 2019 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - August 2018 · 1 yr 8 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.