Robert John Barnes
Investment adviser representative at Lido
17 yearsExperience
4 statesRegistered in
CFA, CFP® certificationDesignations
$42.5BFirm assets
Are you Robert John Barnes? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- LidoSep 2024 to now
- Lido Advisors, LLCSep 2024 to now
- Mariner Wealth AdvisorsJan 2022 to Sep 2024
- Pfg Advisors, LLCMar 2021 to Jan 2022
- Securities America Advisors, Inc.Nov 2020 to Jan 2022
- Securities America, Inc.Nov 2020 to Jan 2022
- Klevens Capital ManagementMay 2009 to Jan 2022
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, TX, WA).
Lido
Legal name: Lido Advisors, LLC
$42.5BAssets managed
13,800Clients
312Advisers
11 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
- 5394729
- Firm CRD
- 269866