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professional profile

Carolyn Barnette, CFA, CFP

IAR San Francisco, CA CRD 6182525 Last verified October 2026

Overview

Carolyn Barnette is an investment adviser representative based in San Francisco, CA, with 13 years in the industry.

Years in the industry
13
States registered
1
Exams passed
1
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 66

Every state, with registration and license dates

Firms

Employment history since 2013

Book and practice

Firm assets under management on file

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