Rodney Palmer has been an investment adviser representative at Barnes Wealth Management Group since October 2022, and is not listed among the firm’s executive officers or direct owners.
Barnes Wealth Management Group, Inc. is a Bakersfield, CA firm with $477M under management, 897 clients and 7 advisers in one office, as of its March 2026 filing.
Rodney Palmer’s longest registration was 7 years at Independent Financial Group, LLC (2010–2017). Before joining Barnes Wealth Management Group in 2022, Rodney Palmer was registered through Belpointe Asset Management LLC and Independent Financial Group, LLC.
- – present · 3 yearsBakersfield, CA · Adviser representative · Firm CRD 132189
- Belpointe Asset Management LLC– · 5 yearsBakersfield, CA · Adviser representative · Firm CRD 143440
- Independent Financial Group, LLC– · 7 yearsBakersfield, CA · Adviser representative · Firm CRD 7717
- Afa Advisor Services LLC– · 6 yearsBakersfield, CA · Adviser representative · Firm CRD 129104
- Brecek & Young Advisors, Inc.– · 2 yearsFolsom, CA · Adviser representative · Firm CRD 40395
Investment adviser representative registrations
Rodney Palmer is registered as an investment adviser representative in California, since October 2022.
- CaliforniaSince 26 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 10 August 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 February 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 February 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 February 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Rodney Scott Palmer
- CRD
- 2436679
- Firm
- Barnes Wealth Management Group · CRD 132189
- Office
- 5060 CALIFORNIA AVE., SUITE 600, Bakersfield, CA 93309
- Registration
- Investment adviser registration
- In the industry since
- February 1994
- Disciplinary history
- Not yet shown here · SEC record
Where does Rodney Palmer work?
Rodney Palmer is an investment adviser representative registered through Barnes Wealth Management Group, Inc. since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Rodney Palmer a financial advisor?
Yes. Rodney Palmer has a current investment-adviser registration in California, through Barnes Wealth Management Group since October 2022.
How many years of experience does Rodney Palmer have?
Rodney Palmer has 32 years in the financial industry, since February 1994, across 5 adviser firms.
What exams has Rodney Palmer passed?
Rodney Palmer has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in February 1994. FINRA credited Rodney Palmer with the SIE, which began in October 2018.
Where did Rodney Palmer work before Barnes Wealth Management Group?
Before Barnes Wealth Management Group, Rodney Palmer was registered through Independent Financial Group, LLC, April 2010 to September 2017; Afa Advisor Services LLC, March 2004 to April 2010; Brecek & Young Advisors, Inc., June 2001 to February 2004.
Where is Rodney Palmer based?
Rodney Palmer’s registered office is in Bakersfield, CA.
Is Rodney Palmer registered with FINRA?
No. Rodney Palmer has no current broker registration.
How can I verify Rodney Palmer’s record?
Search CRD 2436679 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rodney Palmer’s full registration record.
- Steven BarnesPresident and Chief Compliance Officer
- Lori BarnesTrustee to the Barnes Living Trust Dated 09/20/1995