John Riley (CRD# 376746) is an Investment Advisor Representative working at Barton Investment Management, LLC in Key Largo, FL and has over 41 years of experience in the finance industry.
CRD# 2256527
Reef Advisors LLC
CRD# 2253731
Raymond James Financial Services Advisors, Inc.
CRD# 1461169
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barton Investment Management, LLC | West Conshohocken, PA | Jul 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1982 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1993 |
- FL
- PA
- TX
-
Total Assets Under Management846MILLIONS
-
Total Number of Accounts287ACCOUNTS
-
Average Account Value$2,948,303
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Other
CT, FL, NC, NH, NY, OH, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.