Rick Barton (CRD# 4621665) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 22 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allworth Financial, LP | Sacramento, CA | Jan 2020 - Current | 3 |
| Raa | Dallas, TX | Jan 2001 - Current | 22 |
| R.r. Barton Attorney At Law | Hurst, TX | Jan 1990 - Current | 33 |
| American Airlines | Dallas, TX | Apr 1978 - Feb 2014 | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2000 |
- TX
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Total Assets Under Management16,970MILLIONS
-
Total Number of Accounts57,843ACCOUNTS
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Average Account Value$293,372
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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