William Bartin, financial advisor Salem MA
96 score

William Bartin

CRD 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 27 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.

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Professional Designations
Company Name Location Dates Years
Marblehead Bank Marblehead, MA Jun 2011 - Current 5
Infinex Investments, Inc. Marblehead, MA Jun 2011 - Current 5
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
Contact Info for William M. Bartin
Phone Number: 203-599-6000
Registered State(s):
  • MA
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
96
Clean Record
This advisor has a clean track record with regulators.

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