William BartinCRD Number: 1922891
Current Firm: Infinex Investments, Inc.
William Bartin (CRD# 1922891) is an Investment Advisor Representative working at Infinex Investments, Inc. in Salem, MA and has over 28 years of experience in the finance industry. William Bartin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Prosperity Wealth Management, Inc.
|Marblehead Bank||Marblehead, MA||Jun 2011 - Current||6|
|Infinex Investments, Inc.||Marblehead, MA||Jun 2011 - Current||6|
|Investment Professionals, Inc.||Wakefield, MA||Jan 2009 - May 2011||2|
|U S Wealth Advisors, LLC||Braintree, MA||Jun 2008 - Jan 2009||< 1|
|U S Financial||Braintree, MA||Jun 2008 - Jan 2009||< 1|
|Tiaa-cref||Cambridge, MA||Apr 2005 - Apr 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
|S66||NASAA Uniform Combined State Law Examination||May 2005|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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