Adam D. Mackall
BARNES WEALTH MANAGEMENT GROUP
Bakersfield, CA 93309
Some features on this profile are disabled
CRD#: 6921166
Professional summary
Adam Duhaime Mackall, CFP® is a registered financial advisor currently at BARNES WEALTH MANAGEMENT GROUP located in Bakersfield, California.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Adam has worked at 1 firm and has passed the Series 65 exam.
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.
Arvin Edison Water Storage District
Non-Investment Related
20401 Bear Mountain Blvd, Arvin, CA 93203
Agricultural Water District
Unit Chief
Started July 2007
168 hours per month
O hours during trading hours
Managing the maintenance and delivery of the districts water and equipment
CRS (Client Relationship Summary) - RIA
Click below to view Adam Duhaime Mackall'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®
CFP®
Start date: 2023
Experience
Current
July 27, 2018 - Present
BARNES WEALTH MANAGEMENT GROUP
Office #1: 5060 California Ave. Suite 600, Bakersfield, CA 93309RIA
CRD#: 132189
Bakersfield, CA
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".
BW
BARNES WEALTH MANAGEMENT GROUP
BARNES & ASSOCIATES | STEVE ALLEN BARNES | IRONWOOD RETIREMENT PLAN CONSULTANTS | BARNES WEALTH MANAGEMENT GROUP, INC. | BARNES WEALTH MANAGEMENT GROUP | BARNES & ASSOCIATES, INC. | BARNES & ASSOCIATES FINANCIAL PLANNING, INC.
CRD#: 132189 / SEC#: 801-118031
RIA
Registered Investment Advisory firm - (2/3/2020 Approved)California
Registered Investment Advisory firm - (3/11/2020 Terminated)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
California(7/27/2018)
Current Firm
BW
BARNES WEALTH MANAGEMENT GROUP
BARNES & ASSOCIATES | STEVE ALLEN BARNES | IRONWOOD RETIREMENT PLAN CONSULTANTS | BARNES WEALTH MANAGEMENT GROUP, INC. | BARNES WEALTH MANAGEMENT GROUP | BARNES & ASSOCIATES, INC. | BARNES & ASSOCIATES FINANCIAL PLANNING, INC.
CRD#: 132189 / SEC#: 801-118031
RIA
Registered Investment Advisory firm - (2/3/2020 Approved)California
Registered Investment Advisory firm - (3/11/2020 Terminated)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
5060 California Ave. Suite 600, Bakersfield, CA 93309
Mailing Address
Phone number
(661) 322-9799
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,292 |
| AUM (Assets Under Management) | $ 411,644,298 |
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
BARNES WEALTH MANAGEMENT GROUP
CRD#: 132189Bakersfield, CA 93309TRUST BUT VERIFY
Monitor Adam Mackall
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
