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Michael E. Barnes

TRUE NORTH ADVISORY
Bowie, MD
Some features on this profile are disabled
CRD#: 2622646
MB

Professional summary


Michael Emanuel Barnes Sr, who also goes by Michael Emanuel Barnes, is a registered financial advisor currently at TRUE NORTH ADVISORY, LLC located in Bowie, Maryland.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael Emanuel Barnes

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Emanuel Barnes Sr'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®
None

Experience


Current

March 9, 2020 - Present

TRUE NORTH ADVISORY, LLC

RIA
CRD#: 287639
Bowie, MD
Past

October 11, 2013 - December 31, 2016

TLG ADVISORS, INC.

RIA
CRD#: 111052
BOWIE, MD
Past

February 2, 2011 - February 17, 2012

KINGDOMTRUST CAPITAL MANAGEMENT, INC.

RIA
CRD#: 150650
BOWIE, MD
Past

March 26, 2004 - February 4, 2009

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
LARGO, MD
Past

September 4, 2002 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

September 4, 2002 - February 4, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
LARGO, MD
Past

July 19, 2001 - August 9, 2001

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

January 24, 2001 - July 3, 2001

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA
Past

January 22, 1996 - December 31, 2000

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
District of Columbia
(4/17/2020)
IAR
Maryland
(3/9/2020)
IAR
Virginia
(9/8/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/17/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TN
TRUE NORTH ADVISORY, LLC
TRUE NORTH ADVISORY, LLC

CRD#: 287639 / SEC#:

District of Columbia
Registered Investment Advisory firm - (4/17/2020 Approved)
Maryland
Registered Investment Advisory firm - (3/9/2020 Approved)
Virginia
Registered Investment Advisory firm - (9/4/2020 Approved)
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Contact information


Main Address
Bowie, MD
Mailing Address
Phone number
(240) 643-5098
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts5
AUM (Assets Under Management)$ 206,915

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRUE NORTH ADVISORY, LLC

CRD#: 287639Bowie, MD

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