Robert Barnett
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72223-5892
Credentials
Series 63, Series 65
Industry experience
30 years
David Barnett is a Financial Consultant currently working with Fidelity Investments in Central Arkansas. He has been with Fidelity since 2019, providing financial consulting services to clients. Prior to joining Fidelity, David worked as a Financial Consultant at Charles Schwab & Co. Inc from 1997 to 2019.
David holds an Arkansas Insurance License which supports his professional role. He emphasizes the importance of communication and ongoing connection with clients to develop and maintain effective financial plans that adapt to life's changes. He facilitates access to Fidelity's resources to address clients' financial needs.
Outside of his professional work, David engages in family activities, fitness, and enjoys hobbies such as table tennis and tennis. He is also involved in volunteering and has an interest in pets.
Based on Fidelity
17400 Chenal Parkway, Suite 130
Little Rock, AR 72223-5892
Arkansas · Texas
Fidelity Investments
2025 - Present (1 year)
Fidelity Brokerage Services LLC
2019 - Present (7 years)
Charles Schwab Bank
2012 - 2019 (7 years)
Charles Schwab
1997 - 2019 (22 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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