Robert BartonCRD 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.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|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|
Total Assets Under Management8,719MILLIONS
Total Number of Accounts60,796ACCOUNTS
Average Account Value$143,417
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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