Barton Couch, financial advisor Austin TX
86 score

Barton Couch

CRD Number: 1406424
Current Firm: Couch Hallum Financial Group

Barton Couch (CRD# 1406424) is an Investment Advisor Representative working at Couch Hallum Financial Group in Austin, TX and has over 31 years of experience in the finance industry. Barton Couch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Spicewood Oaks Advisors, Inc. Austin, TX Apr 2008 - Current 8
Everbank Jacksonville, FL Jul 2005 - Current 11
Securities America, Inc. Austin, TX Mar 2004 - Current 12
Couch Hallum Financial Group, LLC Austin, TX Mar 2004 - Current 12
Barmar Properties, LP Austin, TX Feb 2000 - Current 16
Gc Bars Austin, TX Feb 2000 - Current 16
Couch Goodin, Inc. Austin, TX Feb 2000 - Current 16
Sports Finanical Association Austin, TX Jan 2006 - Jan 2010 4
Securities America Advisors, Inc. Austin, TX Apr 2004 - Apr 2008 4
Fox College Funding, LLC San Diego, CA Jun 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Feb 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Barton L. Couch
Phone Number: 512-527-8411
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    796
    ACCOUNTS
  • Average Account Value
    $216,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TX

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BADGES
86

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