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Dani O'donnell
from Barnes Wealth Management Group
Dani O'donnell is a financial advisor based in California, Bakersfield,
with 24 years of experience. Dani currently works for
Barnes Wealth Management Group.
Dani maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Dani O'donnell works at Barnes Wealth Management Group
Barnes Wealth Management Group is a financial advisory firm based in Bakersfield, California. It currently has approximately $175,416,688 of assets under management and employs about 11 people. Barnes Wealth Management Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
5060 California Ave., Suite 600, Bakersfield, California, 93309
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