Marc Richard Barnes

Employer firm

Financial Gravity Family Office Services, LLC CRD 316024

$590M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2023 → Present
  Financial Gravity Family Office Services, Llc
  Lakeway, TX
• 01/2010 → Present
  Copper Canyon Tax And Financial Services Llc
  Tucson, AZ
• 12/2018 → Present
  Potential Cpe, Llc
  Tucson, AZ

Other Businesses

Potential CPE, LLC a non-investment related company as the Education Director & 80% Owner writing & recording on demand webinars on taxation as an IRS approved education provider. Located at 4802 E Broadway Blvd, Tucson, AZ 85711. Dedicating 4-20 hours per month depending on content. 0 hours during trading hours. Copper Canyon Tax & Financial Services, LLC a non-investment related company as the Managing Member & Tax Preparer reviewing tax returns, financial statements, checking compliance items (sales tax, payroll filings, business licenses) and managing client relationships. Located at 4802 E Broadway Blvd, Tucson, AZ 85711. Dedicating 120 hours per month 60 hours during trading hours. Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 03/21/2023. located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-30

Other Names

• Marc Barnes