Lori Barnes
Trustee To The Barnes Living Trust Dated 09/20/1995Barnes Wealth Management Group, Inc.CRD 7711975
About Lori Barnes
Lori Barnes is listed as Trustee To The Barnes Living Trust Dated 09/20/1995 at Barnes Wealth Management Group, Inc. in Bakersfield, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Barnes Wealth Management Group, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lori Barnes work?
Lori Barnes is listed as Trustee To The Barnes Living Trust Dated 09/20/1995 at Barnes Wealth Management Group, Inc. on SEC Form ADV.
How much of Barnes Wealth Management Group, Inc. does Lori Barnes own?
Form ADV reports a beneficial ownership band of Over 75%.
Barnes Wealth Management Group, Inc.
| Title | Trustee To The Barnes Living Trust Dated 09/20/1995 |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |