Peter Barnes
Professional summary
Peter Barnes, who also goes by Peter Francis Barnes, is a registered financial advisor currently at PARCION PRIVATE WEALTH LLC located in Bellevue, Washington.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Peter has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Barnes's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2022 - Present
PARCION PRIVATE WEALTH LLC
Office #1: 11980 Ne 24th St Suite 210, Bellevue, WA 98005March 1, 2021 - March 15, 2022
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
PARCION PRIVATE WEALTH LLC
CRD#: 305115 / SEC#: 801-117477
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2022)
Exams
Series 6TO
Date: 3/1/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
PARCION PRIVATE WEALTH LLC
CRD#: 305115 / SEC#: 801-117477
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,610 |
| AUM (Assets Under Management) | $ 2,528,530,625 |
Red Flags
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