Donald BartonCRD 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.
Money Concepts Advisory Service
Legend Advisory Corporation
|Infinex Investments, Inc.||Meriden, CT||Nov 2013 - Current||3|
|Genworth Life Insurance||Southington, CT||Jan 2002 - Current||15|
|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|
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
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- A percentage of assets under your management
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