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Matthew C. Barnes
GOLDEN RESERVE RETIREMENT
Gahanna, OH 43230
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CRD#: 7685413
MB
Professional summary
Matthew C Barnes is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Gahanna, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
1.) Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 03/2024 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew C 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®
NoneExperience
Current
March 21, 2024 - Present
GOLDEN RESERVE RETIREMENT, LLC
Office #1: 698 Morrison Road, Gahanna, OH 43230RIA
CRD#: 283588
Gahanna, OH
Past
June 9, 2023 - March 7, 2024
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
COLUMBUS, OH
Past
May 6, 2023 - March 7, 2024
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
COLUMBUS, OH
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".
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 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.Highlighted states indicate IAR registrations
IAR
Florida(8/25/2025)
IAR
Ohio(3/21/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/6/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
270 Bradenton Avenue, Dublin, OH 43017
Mailing Address
Phone number
(855) 456-4777
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,183 |
| AUM (Assets Under Management) | $ 310,932,597 |
Red Flags
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