Andrew Thomas Barnes
Investment adviser representative at Traction Financial Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$288.4MFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Traction Financial PartnersFeb 2022 to now
- Lion Street FinancialFeb 2021 to Jan 2022
- Mercer Global Advisors Inc.Jul 2020 to Jan 2022
- Raymond James Financial Services. Inc.Jun 2014 to Sep 2020
- Mj Smith and AssociatesMay 2014 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Traction Financial Partners
Legal name: Traction Financial Partners, LLC
$288.4MAssets managed
338Clients
7Advisers
5 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
- 6188707
- Firm CRD
- 315215