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Rodney Wayne Barker

Advisor at Edward Jones — Cumberland, MD Mc Mullen Hwy SW

Updated today

Credentials

Series 66

Experience

12 years

Location

Cumberland, MD 21502-6207

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Rodney Barker is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Cumberland, MD Mc Mullen Hwy SW

16113 Mc Mullen Hwy SW

Cumberland MD 21502-6207

Advisors at this office

1

Most active in

Maryland · Texas

Work history

12 years of industry experience

Edward Jolnes

2014 - Present • 12 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

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James S

Series 63, Series 65

Lavale, MD

Stahlvest

James Stahl is the sole advisor at Stahlvest, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Stahlvest, LLC since 2003. Stahl is also involved as a producer selling insurance products approved by PKS Insurance Agency. Stahlvest provides investment supervisory and management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach using both passive index funds and selectively chosen active investments, managing globally diversified portfolios primarily on a discretionary basis.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Leslie W

CFP®, ChFC®, Series 65

Cumberland, MD

DiNuzzo Private Wealth, Inc.

Leslie Wolford is a financial advisor at DiNuzzo Private Wealth, Inc. with nine years of industry experience. She holds the CFP®, ChFC®, and Series 65 credentials. Leslie has been with DiNuzzo Private Wealth since 2016, with a brief tenure at Beaconsfield Financial Services Inc. in 2025. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm provides a range of services including wealth management, family office solutions, and an automated advisory platform, employing globally diversified, index-oriented portfolios and fiduciary services.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner
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Robin F

CFP®, Series 63, Series 65

Cumberland, MD

Prospera Financial Services, inc.

Robin Foreman is a CFP® professional with 39 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2017. She previously worked with Summit Financial Group Inc. and Summit Brokerage Services, Inc. and has operated Foreman Financial Group since 1999. Outside of her advisory role, she facilitates Financial Peace University and serves as a trustee and executor for an estate. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and multiple advisory platforms with both discretionary and non-discretionary account management.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Millard N

Series 63, Series 65

LaVale, MD

Royal Fund Management, LLC

Millard Norris is a financial advisor at Royal Fund Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Fund Management since 2014, Nexus Financial Group since 2019, and previously operated Norris Financial Solutions. In addition to advisory work, he sells insurance products including annuities and health and Medicare supplements. Royal Fund Management serves individual investors, corporations, and retirement plans with portfolio management, financial planning, and pension consulting. The firm manages portfolios under written Investment Policy Statements and employs a range of strategies from conservative allocations to options writing, alongside offering both held-away advice and discretionary account management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Kristina D

CFP®, Series 66

Cumberland, MD

Prospera Financial Services, inc.

Kristina Dunn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. since 2017. She previously worked at Summit Financial Group Inc. and Foreman Financial Group, where she continues an affiliation. Dunn is a board member and chairman of the finance committee for the Maryland Salem Children's Trust, a nonprofit role with no compensation. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Barth F

Series 65

LaVale, MD

Royal Fund Management, LLC

Barth Frankenberry Jr. is a financial advisor at Royal Fund Management, LLC with three years of industry experience. He holds a Series 65 credential and has operated the Frankenberry Insurance Group, a life and health insurance agency, since 2014. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored investment portfolios using various analytical methods and manages assets across a range of strategies, serving approximately 83 advisors with about $1.55 billion in assets under management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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