Donald Barton, financial advisor Palm City FL
73 score

Donald Barton

CRD Number: 1304356
Current Firm: Infinex Investments, Inc.

Donald Barton (CRD# 1304356) is an Investment Advisor Representative working at Infinex Investments, Inc. in Palm City, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Nov 2013 - Current 3
Genworth Life Insurance Southington, CT Jan 2002 - Current 14
Harvest Capital, LLC Wethersfield, CT Oct 2012 - Nov 2013 1
Harvest Capital Advisors Wethersfield, CT Oct 2012 - Nov 2013 1
Insurance Agent Appointed With Various Carriers Wethersfield, CT Oct 2012 - Nov 2013 1
Northstar Financial Companies, Inc. Berlin, CT Feb 2011 - Oct 2012 1
Cambridge Investment Research, Inc. Fairfield, IA Jun 2010 - Oct 2012 2
Kensington Management Company Farmington, CT Oct 1989 - Dec 2010 21
Harvest Capital, LLC Wethersfield, CT Jun 2002 - Jun 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Jan 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Donald D. Barton
Phone Number: 203-599-6000
Registered State(s):
  • CT
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73

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