Kristopher A. Barney
Professional summary
Kristopher Allan Barney, who also goes by Kris Barney, is a registered financial advisor currently at 30-40 WEALTH PARTNERS located in Cornelius, North Carolina.
Kristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kristopher has worked at 3 firms and has passed the Series 63, SIE, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristopher Allan Barney's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2020 - Present
30-40 WEALTH PARTNERS
June 3, 2014 - May 11, 2016
FUNDING CIRCLE SECURITIES LLC
May 22, 2008 - August 2, 2013
WILLIAM BLAIR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/26/2021)
(10/15/2020)
(3/31/2021)
Exams
Current Firm
30-40 WEALTH PARTNERS
CRD#: 311073 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 108 |
| AUM (Assets Under Management) | $ 43,119,452 |
Red Flags
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