Craig Michael Mcbarnes

Current Employers

Employment History

• 11/2012 → 01/2023
  Intrepid Financial Planning Group
  Indianapolis, IN
• 02/2023 → Present
  Lpl Financial Llc
  Palm Desert, CA
• 02/2023 → Present
  The Wealth Consulting Group
  Palm Desert, CA

Previous Registrations

• 2013-06-07 → 2023-01-17
  Intrepid Financial Planning Group, Llc
  Carmel, IN

Other Businesses

1- 03/02/2023 / THE WEALTH CONSULTING GROUP / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / PALM DESERT, CA/ Start Date 1/30/2023 2- 03/02/2023 / ANCHOR WEALTH MANAGEMENT GROUP / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / PALM DESERT, CA/ Start Date 1/30/2023 3- 06/22/2023 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 06/05/2023 - 160 Hours Per Month/ 80 Hours During Securities Trading - I provide investment advisory services through The Wealth Consulting Group, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 06/22/2023 - Anchor Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 06/05/2023 - 160 Hours Per Month/ 80 Hours During Securities Trading - I provide investment advisory services through Anchor Wealth Management, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5- 06/22/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 06/05/2023 - 160 Hours Per Month/ 80 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-01
• S65 Uniform Investment Adviser Law Examination
  2013-06-06