Thomas Franklin Barnes

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2016 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Brunswick, GA

Previous Registrations

• 2021-06-10 → 2024-08-23
  Triad Advisors Llc
  Brunswick, GA
  Brunswick, GA
  Atlanta, GA

Other Businesses

AGENTS MARKETING GROUP INC. (AMG) POSITION: agent NATURE: insurance marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 08/19/2016 ADDRESS: 1374 S. Milledge Ave, Athens GA 30605 DESCRIPTION: use Agents Marketing Group as a resource for insurance products, sell life, disability, etc. products through AMG PARABLE FINANCIAL NETWORK POSITION: investment representative NATURE: investment company INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 03/01/2016 ADDRESS: 501 Gloucester Street, Suite 205, Brunswick GA 31520 DESCRIPTION: investment representative who assists clients in their investment and insurance needs by discovering their needs, educating the client and purchase/sale of investments to meet their needs

Exams

• S66 Uniform Combined State Law Examination
  2021-05-28
• S63 Uniform Securities Agent State Law Examination
  1999-05-20

Other Names

• Thomas F Barnes
• Thomas Barnes