Sefton Kingsbury Barnes
Investment adviser representative at Simplyria Advisor Network
10 yearsExperience
2 statesRegistered in
$214.9MFirm assets
9 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Simplyria Advisor NetworkFeb 2023 to now
- Caitlin John, LLCFeb 2023 to now
- Kingsbury Financial AdvisorsAug 2021 to now
- Florida Financial Advisors dba Kingsbury Financial AdvisorsMay 2022 to Feb 2023
- Trinity Wealth Securities dba Kingsbury Financial AdvisorsMay 2022 to Feb 2023
- Trinity Wealth Securities L.L.CFeb 2019 to May 2022
- Ifs Securities Inc.Nov 2018 to Feb 2019
- Florida Financial AdvisorsAug 2018 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Simplyria Advisor Network
Legal name: Caitlin John, LLC
$214.9MAssets managed
602Clients
21Advisers
9 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
- 6696699
- Firm CRD
- 154494