Randall Clifford Barnes
Investment adviser representative at Thepartners Wealth Management
25 yearsExperience
2 statesRegistered in
$1.2BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Thepartners Wealth ManagementSep 2024 to now
- Rcb Financial Services, LLCJan 2010 to now
- World Financial GroupJun 2001 to now
- Scf Investment AdvisorsMay 2023 to Oct 2024
- Transamerica Financial Advisors, IncJan 2012 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, NM).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4411270
- Firm CRD
- 314816