Ronald Barton, financial advisor Gig Harbor WA

Ronald Barton

CRD Number: 2191276
Current Firm: Lighthouse Wealth Strategies, LLC

Ronald Barton (CRD# 2191276) is an Investment Advisor Representative working at Lighthouse Wealth Strategies, LLC in Gig Harbor, WA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Veritas Independent Partners Conway, AR Feb 2018 - Current 6
Sowell Management Services North Little Rock, AR Sep 2017 - Current 6
Lighthouse Wealth Strategies Gig Harbor, WA Jun 2017 - Current 6
Wells Fargo Clearing Services, LLC Tacoma, WA Jun 2016 - Jun 2017 1
Wells Fargo Advisors LLC Tacoma, WA May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
S65 NASAA Investment Advisors Law Examination May 1992
Contact Info for Ronald J. Barton
Phone Number: 253-948-3725
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    637
    MILLIONS
  • Total Number of Accounts
    1,825
    ACCOUNTS
  • Average Account Value
    $348,846
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AZ, CA, CO, FL, GA, HI, MO, NC, NE, NV, OR, SC, TN, TX, WA

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