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.
Credentials
Series 65
Experience Industry experience
3 years
Location
Rockinham, NC
Acrylic Financial, Inc.
Team
William Barnes is a Series 65 licensed financial advisor at Acrylic Financial, Inc. in Rockingham, NC, with three years of industry experience. He is the CEO and founder of WSB & Associates, Inc., an insurance agency, and also works with Teacher's Pension and Insurance Services, Inc. in an insurance agent role. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, other advisers, and pooled investment vehicles, utilizing both active and passive strategies along with third-party manager selection.
Based on Acrylic Financial, Inc.
Based on Acrylic Financial, Inc.
Financial planning fixed fees between $50 and $5,000
$0 - $249,999: 1.80% $250,000 - $999,999: 1.75% $1,000,000+: 1.65%
Certain supervised persons receive commissions on insurance and securities products sold separately from advisory services
Financial planning hourly fees between $100 and $300 per hour
Performance allocation fees charged by Acrylic Explorer Fund LP (private fund) as disclosed in fund documents
Minimum fee: $50 first year setup fee per account (one-time) Fee-only: Portfolio management fees, financial planning fixed or hourly fees (no commissions on advisory fees)
Rockinham, NC
Rockinham NC
Advisors at this office
1
North Carolina
3 years of industry experience
Verity Asset Management
2023 - 2024 • 1 year
Durham, NC
Teacher's Pension Inc.
2022 - Present • 4 years
Rockingham, NC
WSB & Associates, Inc.
2014 - Present • 12 years
Rockingham, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Rockingham, NC
Truist Advisory Services
Marc Humann is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has worked with Truist Advisory Services and related entities since 2018 and previously with BB&T Investment Services from 2001 to 2018. Outside of his advisory role, Humann serves as a commissioner for the Rockingham Housing Authority. 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 inter-affiliate integration and AI-enabled research tools.
Series 66
Ellerbe, NC
LPL Financial
Brett Webb is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Merrill, and Bank of America. Webb operates under the DBA Brightleaf Wealth Management for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions supported by a large network of advisors and a broad platform of proprietary and third-party resources.
Series 66
Rockingham, NC
Edward Jones
Philip Stone is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. The firm serves more than four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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