Heather Barnes
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Heather Barnes is a financial advisor with LPL Financial in Mount Vernon, Missouri, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Waddell and Reed and serving as Lawrence County Prosecuting Attorney for 15 years. Outside of her advisory work, she is involved with Bowles Group, Inc. as vice president and participates in a sports and entertainment events business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
Mount Vernon, MO
Most active in
Heather B has reported serving >5 clients in these states in the last 12 months.
Missouri · Texas
Work history
LPL Financial
2021 - Present (5 years)
Lawrence County Prosecuting Attorney
2021 - 2021 (1 year)
Bryan Bowles
2021 - 2021 (1 year)
Waddell And Reed
2021 - 2021 (1 year)
Waddell And Reed
2020 - 2020 (1 year)
Farm
2013 - 2021 (8 years)
Lawrence County Prosecuting Attorney
2005 - 2020 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Molly C
Series 66
Verona, MO
Walker Asset Management, LLC
Dennis W
Series 63, Series 65
Verona, MO
Walker Asset Management, LLC
Kedron B
Series 66
Mt Vernon, MO
Edward Jones
Jeramie G
CFP®, Series 63
Aurora, MO
Edward Jones
Michael H
Series 63, Series 65
Billings, MO
OSAIC
Amanda H
Series 63, Series 66
Marionville, MO
Mass Mutual Investors Services
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