James William Barnett

Current Employers

Employment History

• 07/2008 → 07/2024
  Lincoln Financial Securities Corporation
  Columbia, SC
• 04/2007 → 07/2024
  Lincoln Financial Investment Services Corporation
  Columbia, SC
• 07/2024 → Present
  Lpl Financial Llc
  Columbia, SC
• 07/2024 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 02/2025 → Present
  Hub International Investment Services
  Kansas City, MO

Previous Registrations

• 2000-06-09 → 2024-07-19
  Osaic Fs, Inc.
  Columbia, SC
  Columbia, SC
  Columbia, SC
  Columbia, SC

Other Businesses

1) 07/17/2024 - CREATIVE FINANCIAL STRATEGIES - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 07/17/2024 - CREATIVE FINANCIAL STRATEGIES, A HUB INT'L CO - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 07/17/2024 - CREATIVE FINANCIAL STRATEGIES - Non-Variable Insurance - SC 29201 - Selling: Life, Accident, Health, Fixed Annuity, Disability & Long Term Care - Investment related - 20 Hours per month - Start date: 1/1/78. 4) 07/17/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 5) 07/17/2024 - HUB INTERNATIONAL - Outside/W-2 Employment - Parent company to GRP/ Insurance company - Advisor/agent - SC 29201 - Non investment related - 20 Hours per month - Start date: 5/1/24. 6) 07/23/2024 - CREATIVE FINANCIAL STRATEGIES - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 5/1/24 - 160 Hours Per Month/ 8 Hours During Trading 7) 07/23/2024 - CREATIVE FINANCIAL STRATEGIES, A HUB INT'L CO - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 5/1/24 - 160 Hours Per Month/ 8 Hours During Trading 8) 07/23/2024 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 5/1/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2024. 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. 9) 08/06/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 5/1/24 - 160 Hours Per Month/ 8 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-26
• S63 Uniform Securities Agent State Law Examination
  1984-10-10

Designations

Other Names

• Jim Barnett