Bradley Haskins Barnes

Employer firm

Sagespring Wealth Partners CRD 283515

$8.49B regulatory AUM 10 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2008 → 11/2024
  Raymond James Financial Services
  Brentwood, TN
• 01/2009 → 03/2017
  Raymond James Financial Services Advisors, Inc
  Brentwood, TN
• 07/2008 → Present
  Sagespring Wealth Partners
  Franklin, TN

Previous Registrations

• 2009-01-02 → 2016-12-20
  Raymond James Financial Services Advisors, Inc
  Nashville, TN
  Franklin, TN
  Brentwood, TN
  Franklin, TN
  Brentwood, TN
• 2008-09-24 → 2009-01-02
  Raymond James Financial Services, Inc.
  Franklin, TN
  Brentwood, TN
  Brentwood, TN

Other Businesses

Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/09/2008 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 2 Hours Description of duties: Assist clients with non-variable insurance

Exams

• S66 Uniform Combined State Law Examination
  2008-09-16

Designations

• Certified Financial Planner

Other Names

• Brad Haskins Barnes
• Brad Barnes