Andrew BartonCRD Number: 5821594
Current Firm: Facet Wealth, Inc.
Andrew Barton (CRD# 5821594) is an Investment Advisor Representative working at Facet Wealth, Inc. in Dublin, OH and has over 8 years of experience in the finance industry. Andrew Barton 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.
Stratos Wealth Partners, Ltd
Steele Investment Counsel, Ltd.
Lpl Financial LLC
|Facet Wealth||Dublin, OH||Jul 2018 - Current||2|
|Worthington Kilbourne High School||Columbus, OH||Nov 2015 - Current||5|
|Meeder Investment||Dublin, OH||Apr 2017 - Jul 2018||1|
|Libertas Wealth Management||Columbus, OH||Feb 2014 - Mar 2017||3|
|Mccord Middle School||Columbus, OH||Oct 2013 - Mar 2014||< 1|
|Guardian Life Insurance Company Of America||Dublin, OH||Dec 2013 - Jan 2014||< 1|
|Signator Investors||Columbus, OH||Feb 2012 - Jan 2014||1|
|John Hancock||Columbus, OH||Jan 2012 - Dec 2013||1|
|Nationwide Insurance||Columbus, OH||Aug 2010 - Feb 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management502MILLIONS
Total Number of Accounts2,517ACCOUNTS
Average Account Value$199,543
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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