Advisor at Haynes Barker Investment Management, LLC
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.
Firm
Haynes Barker Investment Management, LLC
Location
Jackson, TN 38305
Credentials
Series 63, Series 65
Industry experience
26 years
James Barker is a financial advisor with Haynes Barker Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Haynes Barker Investment Management and LPL Financial LLC since 2002. Haynes Barker serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses by providing financial planning, retirement-plan consulting, and advisory services on a fixed-fee, hourly, or retainer basis. The firm employs a core-and-satellite investment approach, incorporates client goals into investment policy statements and net-worth analyses, and primarily offers advice rather than ongoing portfolio management.
Based on Haynes Barker Investment Management, LLC
Based on Haynes Barker Investment Management, LLC
Fixed fees for written financial plans ranging from $250 to $5,000 depending on complexity
Up to $200 per hour for limited scope financial planning engagements
Retainer agreements with annual fees that are negotiable and based on complexity
Fee-only: Fixed fees ranging from $250 to $5,000 depending on complexity; hourly fees up to $200 per hour; retainer fees are negotiable and based on complexity
233 D Oil Well Road
Jackson, TN 38305
Tennessee · Texas
Haynes Barker Investment Management, LLC
2002 - Present (24 years)
LPL Financial
2002 - Present (24 years)
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Is not 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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Jackson, TN
O'BRYANT & ASSOCIATES, Inc.
Series 63, Series 65
Jackson, TN
Eddleman & Eddleman Inc
Series 63, Series 65
Jackson, TN
Haynes Barker Investment Management, LLC
CFP®, Series 66
Jackson, TN
Southern Capital Advisors, LLC
CFP®, Series 66
Jackson, TN
Southern Capital Advisors, LLC
Series 63
Humboldt, TN
Sycamore Financial Advisors, Inc.
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