Megan Anne Camille Barnes

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2015 → 04/2017
  Lincoln Financial Advisors
  Cleveland, OH
• 04/2017 → 02/2022
  Lincoln Financial Advisors
  Cleveland, OH
• 02/2022 → 07/2022
  Private Client Services
  Aurora, OH
• 07/2022 → 05/2026
  Wells Fargo Clearing Services, Llc
  Hudson, OH
• 05/2026 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2025-11-18 → 2026-05-07
  Wells Fargo Clearing Services, Llc
  Hudson, OH
  Cleveland, OH

Other Businesses

COUNTY LINE CAPITAL PARTNERS, LLC, INVT RELATED, HUNTING VALLEY, OH, 12.5% OWNERSHIP, START DATE 1/31/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, INVESTMENTS IN NON PUBLICLY HELD ENTITIES. COUNTY LINE CAPITAL PARTNERS, LLC POSITION: Partner NATURE: Minority investments in non-publicly held entities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2023 ADDRESS: Hunting Valley, OH 44022, United States DESCRIPTION: None, passive investor.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-17

Other Names

• Megan Anne Camille Packer
• Megan Anne Camille Barnes
• Megan Barnes