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George Heyward Barnes

Advisor at &PARTNERS — Leesville, SC

Updated today

Credentials

Series 66

Experience

11 years

Location

Leesville, SC 29070

&PARTNERS logo

&PARTNERS

Enterprise

Total advisors

540

Across 185 offices

Clients per advisor

100 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

George Barnes is a financial advisor at &PARTNERS with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones. Outside of his advisory role, he owns a CPA and tax practice, Barnes & Associates CPA, LLC. &PARTNERS serves a diverse client base including individual and institutional investors, providing investment advisory and brokerage services alongside financial planning, ERISA consulting, retirement plan management, and investment banking. The firm employs a combination of proprietary and third-party investment strategies and operates as both a registered investment adviser and broker-dealer.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on &PARTNERS

Founder/Business Owner Executive Retired Financial Professional

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Fee options

Fixed

Fixed fees for financial planning and consulting services, as negotiated

Percentage

$0+: Negotiable up to 3.0%, commonly asset-based advisory fee capped at 3.0% Below recommended Envestnet minimum+: Additional $40 annual fee for Tax Overlay Services

Commissions

Transaction fees and commissions charged in addition to advisory fees; broker-dealer services provided; commissions received on brokerage transactions

Project-based

Hourly consulting fees as agreed upon with client

Subscriptions

Subscription fee of $500/month for weekly market commentary service

Other

Minimum fee: A $40 annual fee if account is below recommended minimum balance (Envestnet program) Fee-only: Negotiable flat fees for financial planning, estate/trust administration consulting, other consulting services

Location

See office

Leesville, SC

418 East Railroad Ave.

Leesville SC 29070

Advisors at this office

2

Most active in

South Carolina · Texas

Work history

11 years of industry experience

&PARTNERS

2026 - Present • 1 year

Nashville, TN

Ameriprise

2020 - Present • 6 years

Aiken, SC

Edward Jones

2014 - 2020 • 6 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Forest D

CFP®

Lexington, SC

Brightworks Financial Planning LLC

Hi, I'm Forest Dutton and I'm the owner of Brightworks Financial Planning. I entered financial services after many years in healthcare and my goal is to ensure each client that goes through financial planning experiences care, competence, and creativity. I am committed to the highest levels of ongoing education in the field of financial planning and seek to provide a comprehensive lens to all financial planning engagements and not just an investment focus. I have a strong emphasis on tax planning with all clients as I believe this can add significant value over a long period of time when engaging with a financial advisor. I prefer long term relationships over one-time engagements in my business. I have been blessed with a wonderful wife and 4 children that keep me busy outside the office. I enjoy collobaration with other professionals as part of the financial plannning process. I thoroughly enjoy financial planning and the best part is the people who I get to partner with in achieving their goals.

General retirement planning Founder/Business Owner Executive Retired Self-Employed
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Gregory R

Series 65, Series 63

Ridge Spring, SC

Empower Advisory Group

Gregory Ruoss is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Empower, he served in the United States Marine Corps for nine years and worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is involved in a part-time equestrian tack care business, Tack Appeal, based in Aiken, SC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio strategies and annual rebalancing within plan lineups established by sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Brian Z

Series 66

Lexington, SC

Truist Advisory Services

Brian Zarnick is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and Bb&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Robert D

CFP®, Series 66, Series 63

Lexington, SC

Truist Advisory Services

Robert Doebler is a CFP®-certified financial advisor with Truist Advisory Services in Lexington, SC. He has three years of industry experience and has worked at Wells Fargo Bank, Wells Fargo Clearing, J.P. Morgan, Fidelity Investments, and First Citizens BancShares. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Founder/Business Owner Executive
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Robert B

Series 63, Series 66

Lexington, SC

Equity Services, inc.

Robert Blake is a financial advisor with Equity Services, Inc. in Lexington, SC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at National Life Group and Bankers Life. He is owner of RT Blake Financial Group, LLC and Blake Insurance and Financial Group, LLC, and is a general member of Business Network International. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Douglas B

Series 66

Leesville, SC

&PARTNERS

Douglas Bruner III is a financial advisor at &Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Edward Jones. Bruner also serves as an officer in the US Army Reserve and is involved in a family-owned newspaper and advertising business. &Partners serves a diverse clientele including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing the Envestnet platform to provide a mix of proprietary and third-party investment solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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