VB
Vern Barkdull
PREFERRED RETIREMENT OPTIONS,
Las Vegas, NV 89121
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CRD#: 6943841
VB
Professional summary
Vern Barkdull is a registered financial advisor currently at PREFERRED RETIREMENT OPTIONS, INC located in Las Vegas, Nevada.
Vern is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Vern 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.
Agent and Partner for Barkdull Financial Group. This business is investment related. Address is 2470 E. Flamingo Rd., Las Vegas, NV 89121. The nature of the business is an insurance agency. Vern began working there in 2008. Vern works 140 hours a month to this business, 80 hours a month during securities trading hours. Vern manages insurance policies for clients and also manages other agents.
Self Employed as an insurance agent. This business is investment related. Address is 2470 E. Flamingo Rd., Las Vegas, NV 89121. The nature of the business is an insurance agency. Vern began in 2008. Vern works 20 hours a month to this business, 10 hours a month during securities trading hours. Vern manages insurance policies for clients.
CRS (Client Relationship Summary) - RIA
Click below to view Vern Barkdull'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®
NoneExperience
Current
April 25, 2018 - Present
PREFERRED RETIREMENT OPTIONS, INC
Office #1: 2470 E. Flamingo Rd Suite A, Las Vegas, NV 89121RIA
CRD#: 116172
Las Vegas, NV
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
Nevada(10/11/2018)
Current Firm
PR
PREFERRED RETIREMENT OPTIONS, INC
EDUCATORS FINANCIAL ASSURANCE | PREFERRED RETIREMENT OPTIONS, INC
CRD#: 116172 / SEC#:
Arizona
Registered Investment Advisory firm - (5/10/2023 Approved)Idaho
Registered Investment Advisory firm - (4/29/1998 Approved)Nevada
Registered Investment Advisory firm - (10/5/2018 Approved)Texas
Registered Investment Advisory firm - (4/14/2023 Conditional Restricted)Utah
Registered Investment Advisory firm - (6/5/2018 Approved)Wyoming
Registered Investment Advisory firm - (7/27/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3456 E. 17th St. Suite 260, Ammon, ID 83406
Mailing Address
Phone number
(208) 521-2957
Established
Firm type
Fiscal year end
# of Employees
5
0
Red Flags
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