Andrew T. Barnes
Professional summary
Andrew Thomas Barnes, CFP®, who also goes by Andrew T Barnes, Andrew Thomas Barnes Mr., Drew Thomas Barnes Mr., Andrew Barnes, Drew Barnes, is a registered financial advisor currently at TRACTION FINANCIAL PARTNERS located in Littleton, Colorado.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Andrew has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Thomas Barnes's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
February 7, 2022 - Present
TRACTION FINANCIAL PARTNERS
Office #1: 8321 S. Sangre De Cristo Road Suite 102, Littleton, CO 80127February 12, 2021 - January 10, 2022
LION STREET FINANCIAL, LLC
July 29, 2020 - February 2, 2022
MERCER GLOBAL ADVISORS INC.
November 1, 2017 - March 29, 2021
M. J. SMITH AND ASSOCIATES
June 3, 2014 - September 10, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
May 9, 2013 - May 16, 2014
EMPOWER FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
TRACTION FINANCIAL PARTNERS
CRD#: 315215 / SEC#: 801-121892
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/7/2022)
(9/27/2024)
Exams
Current Firm
TRACTION FINANCIAL PARTNERS
CRD#: 315215 / SEC#: 801-121892
Contact information
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 826 |
| AUM (Assets Under Management) | $ 262,778,783 |
Red Flags
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