Bradley C. Barnes
ENTRUITY WEALTH
Bakersfield, CA 93311
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CRD#: 726498
Professional summary
Bradley Calvin Barnes, CFP® is a registered financial advisor currently at ENTRUITY WEALTH, LLC located in Bakersfield, California and PURSHE KAPLAN STERLING INVESTMENTS located in Bakersfield, California.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Bradley has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Life Transitions
Employee and Employer Plan Ben...
Retirement Income Management
Education Planning
Retirement Planning
Estate Planning
Debt Management
Business Succession Planning
Long-term Care
Tax Planning
Comprehensive Financial Planni...
Insurance Planning
Small Business Planning
Investment Planning
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. Entruity Wealth, LLC. Investment Related. 11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311. RIA. President & CIO. 07/2017. 175 Hrs/Mo; All During Trading Hours. Client Advisory, Portfolio Management, Relationship Management, and Financial Planning. 2. Estate Planning Council of Bakersfield. Not Investment Related. No Address. Networking. Board Advisor. 2 Hrs/Mo; 0 During Trading Hours. 02/2000. Board Advisor. 3. Fixed Insurance. Investment Related. 11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311. Fixed Insurance. Agent. 07/2017. 4 Hrs/Mo; All During Trading Hours. Fixed Insurance. 4. PKS Investments. Investment Related. 80 State St, Albany, NY 12207. Registered Representative. Agent. 07/2017. 4 Hrs/Mo; All During Trading Hours. Fixed Insurance. 5. Downtown Rotary Club of Bakersfield; not Investment Related; Philanthropy; Board Member; June 2023; 2 hrs/mo; 2 hrs during trading; Philanthropic events, board participation and voting.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Calvin 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®
CFP®
Start date: 1984
Experience
Current
July 28, 2017 - Present
ENTRUITY WEALTH, LLC
Office #1: 11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311RIA
CRD#: 288331
Bakersfield, CA
Current
July 28, 2017 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 11601 Bolthouse Drive Suite 120, Bakersfield, CA 93311BD
CRD#: 35747
Bakersfield, CA
Past
June 1, 2009 - July 31, 2017
MORGAN STANLEY
RIA
CRD#: 149777
BAKERSFIELD, CA
Past
June 1, 2009 - July 31, 2017
MORGAN STANLEY
BD
CRD#: 149777
BAKERSFIELD, CA
Past
August 30, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
BAKERSFIELD, CA
Past
August 30, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
BAKERSFIELD, CA
Past
March 27, 1997 - September 6, 2007
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
BAKERSFIELD, CA
Past
July 31, 1993 - September 6, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
BAKERSFIELD, CA
Past
April 11, 1988 - July 31, 1993
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
March 23, 1981 - April 11, 1988
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
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".
EW
ENTRUITY WEALTH, LLC
ENTRUITY WEALTH, LLC
CRD#: 288331 / SEC#: 801-122252
RIA
Registered Investment Advisory firm - (9/7/2021 Approved)California
Registered Investment Advisory firm - (10/8/2021 Terminated)Texas
Registered Investment Advisory firm - (9/8/2021 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/28/2017)
IAR
California(7/31/2017)
RR
Idaho(7/28/2017)
RR
Kansas(9/15/2023)
RR
Massachusetts(1/2/2020)
RR
Nevada(1/2/2019)
RR
Oregon(1/2/2019)
RR
Texas(7/28/2017)
IAR
Texas(7/28/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EW
ENTRUITY WEALTH, LLC
ENTRUITY WEALTH, LLC
CRD#: 288331 / SEC#: 801-122252
RIA
Registered Investment Advisory firm - (9/7/2021 Approved)California
Registered Investment Advisory firm - (10/8/2021 Terminated)Texas
Registered Investment Advisory firm - (9/8/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311
Mailing Address
Phone number
(661) 368-8994
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 707 |
| AUM (Assets Under Management) | $ 128,578,674 |
Red Flags
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Company Information
ENTRUITY WEALTH, LLC
CRD#: 288331Bakersfield, CA 93311TRUST BUT VERIFY
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Contact information
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