Robert Barton, financial advisor Charlotte NC

Robert Barton

CRD Number: 6734428
Current Firm: Prudential Financial Planning Services

Robert Barton (CRD# 6734428) is an Investment Advisor Representative working at Prudential Financial Planning Services in Charlotte, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Charlotte, NC Sep 2018 - Current 2
First Command Financial Planning, Inc. Fort Worth, TX Jun 2017 - Aug 2018 1
First Command Advisory Services Fort Worth, TX Jun 2017 - Aug 2018 1
First Command Insurance Services Fort Worth, TX Jun 2017 - Aug 2018 1
First Command Financial Planning, Inc. Fort Worth, TX Dec 2016 - Jun 2017 < 1
Heritage Ministries Vinton, VA Jan 2003 - Apr 2017 14
State Industrial Products Vinton, VA Nov 2011 - Mar 2015 3
Roanoke County School Board Roanoke, VA Aug 2009 - Oct 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2017
Contact Info for Robert R. Barton
Phone Number: 800-235-7637
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    8,719
    MILLIONS
  • Total Number of Accounts
    60,796
    ACCOUNTS
  • Average Account Value
    $143,417
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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