Ronald BartonCRD Number: 1896307
Current Firm: Nations Financial Group, Inc.
Ronald Barton (CRD# 1896307) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Boise, ID and has over 28 years of experience in the finance industry.
Buffington Mohr Mcneal
American Independent Securities Group, LLC
Rathbone Warwick Investment Management
|Nations Financial Group Inc.||Boise, ID||Jan 2007 - Current||10|
|Independent Financial Group||San Diego, CA||Dec 2006 - Jan 2007||< 1|
|Milestone Financial Services||Oakland, CA||Oct 2000 - Dec 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S65||NASAA Investment Advisors Law Examination||May 1997|
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
Total Assets Under Management597MILLIONS
Total Number of Accounts2,477ACCOUNTS
Average Account Value$241,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, TX, VA, WA, WI
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