Alexander Ballantyne Barnes

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 11/2017
  Lpl Financial Llc
  Huntersville, NC
• 01/2015 → 12/2017
  Cornerstone Financial Partners
  Huntersville, NC
• 01/2018 → 05/2025
  Cornerstone Wealth Group, Llc
  Huntersville, NC
• 11/2017 → 05/2025
  Mutual Securities, Inc.
  Camarillo, CA
• 05/2025 → Present
  Savvy
  Fort Mill, SC

Previous Registrations

• 2018-01-03 → 2025-06-03
  Cornerstone Wealth
  Belmont, NC
• 2015-08-31 → 2017-12-31
  Cornerstone Wealth
  Huntersville, NC
• 2015-02-24 → 2015-03-10
  Lpl Financial Llc
  Huntersville, NC
  Belmont, NC
  Lexington, SC

Other Businesses

Insurance agent; Fixed insurance sales; Start date: January 1, 2013; Investment-related; Approximately 10 hours per month; No address.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-23
• S63 Uniform Securities Agent State Law Examination
  2012-08-08

Designations

• Certified Financial Planner

Other Names

• Alex Barnes