Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
6yrs
Peter Barnes
Financial advisor at Parcion Private Wealth
Peter Barnes has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Bellevue, Washington. Peter joined Parcion Private Wealth in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office11980 NE 24th St Suite 210, Bellevue, WA 98005
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$17.9 million
Advisors at the firm15
States licensed ?1 state
Services through Parcion Private Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowParcion Private Wealth LLCCurrent firm
Contact Peter
(425) 278-9555Parcion Private Wealth main office 11980 NE 24th St Suite 210Bellevue, WA 98005Office · Get directions Facebook pageParcion Private Wealth
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Parcion Private Wealth at (425) 278-9555 and ask for Peter Barnes. Peter works from the Bellevue, WA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Parcion Private Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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