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Lori Barnes

Trustee To The Barnes Living Trust Dated 09/20/1995Barnes Wealth Management Group, Inc.CRD 7711975

About Lori Barnes

Lori Barnes is listed as Trustee To The Barnes Living Trust Dated 09/20/1995 at Barnes Wealth Management Group, Inc. in Bakersfield, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Barnes Wealth Management Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lori Barnes work?

Lori Barnes is listed as Trustee To The Barnes Living Trust Dated 09/20/1995 at Barnes Wealth Management Group, Inc. on SEC Form ADV.

How much of Barnes Wealth Management Group, Inc. does Lori Barnes own?

Form ADV reports a beneficial ownership band of Over 75%.

Barnes Wealth Management Group, Inc.

TitleTrustee To The Barnes Living Trust Dated 09/20/1995
OwnershipOver 75%
Control personYes
Since2023
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