Robert Lee Barnett

Employer firm

Bhk Investment Advisors CRD 140515

$794M regulatory AUM

Reported services (Item 5G)

• 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

• 10/2011 → Present
  Bhk Investment Advisors
  Birmingham, AL

Previous Registrations

• 2012-01-13 → 2026-08-03
  Bhk Securities, Llc
  Birmingham, AL
• 2006-01-23 → 2011-01-18
  Capfinancial Securities, Llc.
  Raleigh, NC
  Atlanta, GA
• 2004-06-23 → 2005-12-14
  Palmer & Cay Investment Services Inc
  Atlanta, GA
• 2003-01-22 → 2004-05-13
  Morgan Keegan & Company, Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2002-09-10
• S63 Uniform Securities Agent State Law Examination
  1994-12-12

Designations

• Chartered Financial Consultant

Other Names

• R Lee Barnett