MB
Marc R. Barnes
FINANCIAL GRAVITY FAMILY OFFICE SERVICES
Tucson, AZ 85747
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CRD#: 7716690
MB
Professional summary
Marc Richard Barnes, who also goes by Marc Barnes, is a registered financial advisor currently at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC located in Tucson, Arizona.
Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Marc has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marc Barnes
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.
Potential CPE, LLC a non-investment related company as the Education Director & 80% Owner writing & recording on demand webinars on taxation as an IRS approved education provider. Located at 4802 E Broadway Blvd, Tucson, AZ 85711. Dedicating 4-20 hours per month depending on content. 0 hours during trading hours. Copper Canyon Tax & Financial Services, LLC a non-investment related company as the Managing Member & Tax Preparer reviewing tax returns, financial statements, checking compliance items (sales tax, payroll filings, business licenses) and managing client relationships. Located at 4802 E Broadway Blvd, Tucson, AZ 85711. Dedicating 120 hours per month 60 hours during trading hours. Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 03/21/2023. located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products.
CRS (Client Relationship Summary) - RIA
Click below to view Marc Richard 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
May 18, 2023 - Present
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Office #1: 4802 E Broadway Blvd, Tucson, AZ 85747RIA
CRD#: 316024
Tucson, AZ
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".
FG
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD#: 316024 / SEC#: 801-122258
RIA
Registered Investment Advisory firm - (9/9/2021 Approved)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
Arizona(5/18/2023)
Current Firm
FG
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD#: 316024 / SEC#: 801-122258
RIA
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Contact information
Main Address
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734
Mailing Address
Phone number
(800) 588-3893
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,745 |
| AUM (Assets Under Management) | $ 467,196,918 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD#: 316024Tucson, AZ 85747TRUST BUT VERIFY
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