Glen D. Barnes

AMERITRUST INVESTMENTS OF NORTH CAROLINA

Fayetteville, NC 28314

Some features on this profile are disabled

CRD#: 4083822

Professional summary

Glen Douglas Barnes is a registered financial advisor currently at AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC located in Fayetteville, North Carolina.

Glen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Glen has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 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.

1)INDEPENDENT INSURANCE AGENT,YES,4200 MORGANTOWN RD, STE 200-A, FAYETTEVILLE, NC 28314,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,12/01/1999,160,160,SALES AND SERVICE OF FIXED INSURANCE PRODUCTS;2)SIA GROUP,YES,4200 MORGANTOWN RD, STE 200-A, FAYETTEVILLE, NC 28314,DBA,AGENT,12/01/1999,160,160,SALES AND SERVICE OF FIXED INSURANCE PRODUCTS 3)ROCKFISH OUTDOOR CENTER,NO,226 CAMP ROCKFISH ROAD, PARKTON, NC 28371,CHURCH CAMP,VOLUNTEER BOARD,01/01/1999,NO,0,MANAGE MEETINGS THAT DETERMINE PLANNING AND FINANCES FOR ALL CAMP ACTIVITIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Douglas 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®

None

Experience

Current

August 24, 2012 - Present

AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC

Office #1: 4200 Morganton Road Suite 200, Fayetteville, NC 28314

RIA

CRD#: 164699

Fayetteville, NC

Past

December 1, 2010 - July 23, 2012

AMERITRUST INVESTMENT ADVISORS, LLC

RIA

CRD#: 149352

MYRTLE BEACH, SC

Past

October 12, 2005 - November 15, 2010

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

FAYETTEVILLE, NC

Past

December 16, 2003 - October 11, 2005

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

March 19, 2003 - November 19, 2003

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

February 13, 2002 - June 28, 2002

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

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

North Carolina
(8/24/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/26/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/12/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC

AMERITRUST INVESTMENTS OF NORTH CAROLINA | AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC

CRD#: 164699 / SEC#:

North Carolina

Registered Investment Advisory firm - (7/17/2012 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4200 Morganton Road Suite 200, Fayetteville, NC 28314

Mailing Address

Phone number

(910) 624-5814

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 5,300,000

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.

Similar Advisors

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

Andrea Baase

J.W. COLE FINANCIAL, INC.

Sminole, FL

Austin Shortreed

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Cortland, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Glen D. Barnes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Douglas Barnes's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC

AMERITRUST INVESTMENT ADVISORS, LLC

VOYA FINANCIAL ADVISORS, INC.

SECURITIES AMERICA, INC.

AMERITAS INVESTMENT COMPANY, LLC

CAPITAL BROKERAGE CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 10/26/2010

Series 63

Date: 5/9/2002

Series 6

Date: 2/12/2002

Current Firm

AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC

TRUST BUT VERIFY

Similar Advisors