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Lance Stewart Barnes

Advisor at Wells Fargo Advisors — Albany, GA Dawson Road

Updated today

Credentials

CFP®, ChFC®, Series 63, Series 65

Experience

28 years

Location

Albany, GA 31707

Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Total advisors

4,175

Across 1,138 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Lance Barnes is a financial advisor with Wells Fargo Advisors in Albany, GA, holding CFP® and ChFC® designations and over 27 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he performs magic and music as an entertainment activity. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

See office

Albany, GA Dawson Road

1308 Dawson Road, [Satellite]

Albany GA 31707

Advisors at this office

2

Most active in

Georgia · Texas

Work history

28 years of industry experience

Wells Fargo Advisors

2022 - Present • 4 years

Albany, GA

Wells Fargo Clearing

2016 - 2022 • 6 years

Albany, GA

WELLS FARGO ADVISORS LLC

2009 - 2016 • 7 years

Albany, GA

A. G. Edwards & Sons, Inc.

2006 - 2008 • 2 years

Eagle Strategies (NY Life)

2003 - 2006 • 3 years

Albany, GA

Disclosures

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

Business activities & affiliations

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Jonathan F

Series 63, Series 65, Series 66

Leesburg, GA

Integrity Dynamic Investments LLC

Jonathan Fisk is a financial advisor at Integrity Dynamic Investments LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Integrity Dynamic Investments since 2014. Integrity Dynamic Investments provides discretionary asset management and ongoing portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm utilizes a rules-based, dynamic asset allocation strategy that incorporates fundamental, technical, relative strength, and quantitative analysis, with a focus on Dorsey Wright research and the DALI relative-strength framework.

Active portfolio management Factor investing / smart beta Passive / index investing
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Kelly J

Series 63, Series 65

Albany, GA

The Jenkins Group

Kelly Jenkins is a financial advisor with The Jenkins Group in Albany, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with LPL Financial since 2009 and has been a principal at The Jenkins Group since 2005. Jenkins provides consulting services through The Jenkins Group, where she is a 50% owner and has check-writing authority alongside her partner. The Jenkins Group serves individual clients, including high-net-worth households, as well as trusts, estates, charities, and business entities. The firm offers financial planning, consulting, and discretionary and non-discretionary portfolio management, utilizing model portfolios and LPL-sponsored programs to tailor investment advice to clients’ objectives and risk tolerance.

General retirement planning General tax planning Wealth management Family Business Founder/Business Owner
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Davis G

Series 66

Albany, GA

The Jenkins Group

Davis Gill is a financial advisor at The Jenkins Group in Albany, GA, holding a Series 66 designation with seven years of industry experience. He has been with The Jenkins Group since 2018 and also has prior experience at LPL Financial and Mauldin & Jenkins. Outside of advising, he is involved in a farming enterprise, managing Shady Oak Pecan Farm. The Jenkins Group serves individual clients, including high-net-worth households, as well as trusts, estates, charities, and business entities, providing financial planning, consulting, and discretionary and non-discretionary portfolio management. The firm’s investment advice is tailored to clients’ objectives and risk tolerance, often using model portfolios and leveraging multiple LPL-sponsored programs.

General retirement planning General tax planning Wealth management Family Business Founder/Business Owner
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Britt B

CFP®, Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Britt Bazemore is a CFP® professional with 17 years of industry experience, currently serving at KingsMark Private Financial Advisors, LLC since 2008. She is also CEO of Broadview Advisory Group, LLC, where she provides financial advisory and CPA services. Additionally, Bazemore holds roles as an independent insurance agent and serves on the board of Doublegate Country Club as secretary. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, emphasizing fundamental analysis, asset allocation, and the use of options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Noah M

CFP®, Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Noah Mc Corkle is a financial advisor at KingsMark Private Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the University of Georgia and the University of North Georgia. In addition to his advisory role, he operates as an independent insurance agent recommending life, disability, and long-term care insurance. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Thomas S

CFP®, ChFC®, Series 63, Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Thomas Sanders is a CFP® and ChFC® with 27 years of industry experience. He has served at KingsMark Private Financial Advisors, LLC since 2008 and has operated his own sole proprietorship since 1985. Outside of his advisory work, he manages several family-owned land and farming businesses, including a hunting guide service and timberland operations. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, employing fundamental analysis, asset-allocation models, and options strategies, with access to affiliated accounting and tax services.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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