Roderick L Barnes - Private Wealth Advisor, Ameriprise Financial Services
Financial Service
Why pick this one
Roderick L Barnes is a Ph.D.-holding financial advisor specializing in wealth management and estate planning in Huntersville, NC.
Best for
- individuals seeking customized financial advisory services
- clients needing comprehensive estate planning
Look elsewhere if
- seeking low-cost financial advice
- clients not looking for extensive financial education
Specialties
- wealth management
- estate planning
- retirement planning
- investment strategies
Certifications
- MSFS
- Ph.D.
- CFP®
- ChFC®
- CLU®
- AEP®
- AAMS®
- ADPA®
- AIF®
- APMA®
- AWMA®
- BFA™
- CAP®
- CAS®
- CASL®
- CDFA®
- CEP™
What makes them different
- they hold multiple advanced certifications in financial planning
- Ph.D. in financial services
- specific training in estate planning and retirement planning
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 403 Gilead Rd Ste K, Huntersville, NC 28078
- Phone
- (704) 895-3771
- Website
- https://www.ameripriseadvisors.com/roderick.l.barnes/
- roderick.l.barnes@ampf.com
Services
- financial advisory services