Andrew Barnes Email & Phone Number
Shareholder @ Wymer Brownlee Wealth Strategies
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Andrew Barnes Location
- Tulsa, OK, US
Andrew Barnes Work
- 2021 -now Shareholder @
- 2014 -now Wealth Advisor @
- 2015 -2015 Wealth Advisor @
Andrew Barnes Education
- Oklahoma State University
Bachelor of Business Administration (B.B.A.) (Management)
2010-2014
Andrew Barnes Skills
- Microsoft Excel
- Private Money
- Traditional IRA
- Trading
- Securities License
- Revocable Trusts
- Variable Products
- Estate Preservation
- Financial Reporting
- Financial Modeling
- Financial Planning
- Executive Benefit Strategies
- Guaranteed Lifetime Income
- Trust Deeds
- Risk Management
- Uniform Combined State Law
- Income for Life
- Small Business
- Self Directed Ira
- Rollovers
- Comprehensive Tax and Financial Planning
- SEP IRA
- IRAs
- Wealth Management
- 63 Licenses
- Data Mining
- Training
- Roth IRA
- Investments
- Sales
- Wealth Accumulation
- Financial Analysis
- Management
- Wealth Management Services
- Retirement Planning
- Tax Free Income
- Articles of Incorporation
- Wealth Preservation Planning
- Leadership
- Project Management
- Financial Services
- Simple IRA
- Multi Generational Wealth Transfer
- Public Speaking
- Customer Service
- Microsoft Office
- Finance
Andrew Barnes Summary
- Andrew Barnes, based in Tulsa, OK, US, is currently a Shareholder at Wymer Brownlee Wealth Strategies. Andrew Barnes brings experience from previous roles at Wymer Brownlee Wealth Strategies and HD Vest Financial Services. Andrew Barnes holds a 2010 - 2014 Bachelor of Business Administration (B.B.A.) in Management @ Oklahoma State University. With a robust skill set that includes Microsoft Excel, Private Money, Traditional IRA, Trading, Securities License and more. Andrew Barnes has 2 emails and 4 mobile phone numbers on RocketReach.
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Top Wymer Brownlee Wealth Strategies Employees
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