Stephen Barton, financial advisor Glen Allen VA

Stephen Barton

CRD Number: 6633596
Current Firm: Wells Fargo Clearing Services, LLC

Stephen Barton (CRD# 6633596) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Glen Allen, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services Glen Allen, VA Apr 2018 - Current 3
Wells Fargo Clearing Services Glen Allen, VA Oct 2015 - Apr 2018 2
Richmond Volleyball Club Henrico, VA Aug 2014 - Dec 2015 1
Unitedlex Richmond, VA Aug 2015 - Sep 2015 < 1
Garden Keepers Ltd Richmond, VA May 2015 - Aug 2015 < 1
Southern Smiles Children's Photography Henrico, VA Apr 2015 - May 2015 < 1
Suntrust Mortgage Richmond, VA Jun 2014 - Mar 2015 < 1
Richmond Camera Richmond, VA Apr 2014 - May 2014 < 1
Funnybone Comedy Club Richmond, VA Mar 2014 - Apr 2014 < 1
Phyle Inventory Control Specialists Richmond, VA Mar 2014 - Mar 2014 < 1
Unitedlex Richmond, VA Jan 2014 - Mar 2014 < 1
Arvold Casting Richmond, VA Dec 2013 - Dec 2013 < 1
Browngreerplc Richmond, VA May 2012 - Nov 2013 1
Classic Granite And Marble Midlothian, VA Feb 2013 - Mar 2013 < 1
Olive Garden Richmond, VA Mar 2012 - Aug 2012 < 1
Chuck Walstead Mechanicsville, VA Mar 2012 - Mar 2012 < 1
Virginia Electornics Ashland, VA Jan 2012 - Feb 2012 < 1
Capital One Glen Allen, VA Jan 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Stephen E. Barton
Phone Number: 314-875-3000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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