MarkJosaitis- Financial Advisor Edgewood, KY

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About Mark Josaitis

At Barnwood Capital Management, our goal isnt to be the biggest we want to be the best for you.

What matters most to us at Barnwood Capital Management is that you feel valued. We want you to feel listened to and understood when you voice your aspirations and concerns about your financial future. Outliving your money or having your retirement affected by inflation are real and valid concerns in the modern climate, so we want to make sure that tranquility is your biggest takeaway when working with us. We'll navigate through these concerns with you when handling your portfolio so that you can plan without worrying.

See Disclosures

General Information

Firm Start Year

2022

No. of Employees

CRD#

5998829

Firm CRD#

6413

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

KY, OH, MI IN, FL, SC GA, AZ, WA VA, WV

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Disability, Life, Health, Annuity, Variable Life, Long Term Care, Variable Annuity

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$30000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250000

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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Paladin Research Report For:

Mark Josaitis

Barnwood Capital Management