Dow Barton (CRD# 1211944) is an Investment Advisor Representative working at Delta Investment Management, LLC in Greenville, SC and has over 8 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Oneascent Financial Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delta Investment Management, LLC | Greenville, SC | Aug 2021 - Current | 3 |
| Northstar Financial & Retirement Planning, LLC | Greenville, SC | Jul 2020 - Current | 4 |
| Self-employed Insurance Agent | Greenville, SC | Jul 2017 - Current | 7 |
| Allstate Insurance Company | Greenville, SC | May 2018 - May 2019 | 1 |
| Secure Investment Managment, LLC | Tucson, AZ | May 2016 - May 2018 | 2 |
| J.d. Mellberg Financial, LLC | Tucson, AZ | Mar 2015 - May 2018 | 3 |
| Assure Source | Franklin, TN | Jan 2013 - Dec 2017 | 4 |
| Self-employed Insurance Agent | Greenville, SC | Aug 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
| S63 | Uniform Securities State Law Examination | Aug 2018 |
- SC
-
Total Assets Under Management629MILLIONS
-
Total Number of Accounts2,127ACCOUNTS
-
Average Account Value$295,656
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, WA
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