SB
Scott A. Barnes
S.B. VALUE PARTNERS, L.P.
San Antonio, TX 78212
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CRD#: 1336180
SB
Professional summary
Scott Allen Barnes is a registered financial advisor currently at S.B. VALUE PARTNERS, L.P. located in San Antonio, Texas.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Scott has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 4, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SAB EQUITY PARTNERSHIP. INVESTMENT RELATED. ADDRESS 1903 SAN PEDRO AVE, SAN ANTONIO TX. NATURE OF BUSINESS IS A PARTNERSHIP. ACTING AS AGENT OF THE GENERAL PARTNER WORKING APPROXIMATELY 15 TO 20 HOURS MONTHLY. RESPONSIBLE FOR CAPITAL ALLOCATION AND INVESTMENT DECISIONS.SB VALUE PARTNERS, LP - PARTNER 12/16/1999. IHC, 1903 SAN PEDRO AVE, SAN ANTONIO TX, Holding company for broker dealer Investment Professionals as disclosed on Form BD, President, Chairman, Board Member 11/2005, 0, 0; Full Force Ranch, LLC, 1903 SAN PEDRO AVE, SAN ANTONIO TX, manager, this is a holding company for land held by my wife and myself, no business operations 2007, 0 ,0, not investment related; Full Force Time Machine, LLC, 1903 SAN PEDRO AVE, SAN ANTONIO TX; wholly owned subsidiary of IHC which is the liability shield for the air plane the firm uses, 0, 0 not investment related Foxfield Investments, LLC | Investment Related | 1903 SAN PEDRO AVE, SAN ANTONIO TX | LLC | General Manager | Start Date: 12/15/1999 | No time devoted to other business activity | Not Compensated | Contract, Banking & Checking Account Signatory Authority | Duties include light administrative work as Manager of LLC which serves as SB Value Partners, LP General Partner.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Allen Barnes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 21, 2007 - Present
S.B. VALUE PARTNERS, L.P.
Office #1: 1903 San Pedro Avenue, San Antonio, TX 78212RIA
CRD#: 139162
San Antonio, TX
Past
July 10, 2006 - July 3, 2017
INVESTMENT PROFESSIONALS, INC.
RIA
CRD#: 30184
SAN ANTONIO, TX
Past
May 4, 1995 - July 10, 1996
USF SECURITIES, L.P.
BD
CRD#: 37942
HOUSTON, TX
Past
May 20, 1992 - July 3, 2017
INVESTMENT PROFESSIONALS, INC.
BD
CRD#: 30184
SAN ANTONIO, TX
Past
August 16, 1989 - May 26, 1992
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
July 7, 1987 - August 24, 1989
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
January 23, 1985 - July 22, 1987
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SV
S.B. VALUE PARTNERS, L.P.
S.B. VALUE PARTNERS, L.P.
CRD#: 139162 / SEC#: 801-66139
RIA
Registered Investment Advisory firm - (2/16/2006 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/21/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
SV
S.B. VALUE PARTNERS, L.P.
S.B. VALUE PARTNERS, L.P.
CRD#: 139162 / SEC#: 801-66139
RIA
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Contact information
Main Address
1903 San Pedro Avenue, San Antonio, TX 78212
Mailing Address
Po Box 15159, San Antonio, TX 78212
Phone number
(844) 728-2583
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 110 |
| AUM (Assets Under Management) | $ 5,003,057,444 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
