Phillip BartonCRD Number: 6304200
Current Firm: Usaa Investment Management Company
Phillip Barton (CRD# 6304200) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 2 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Usaa Financial Advisors, Inc.||San Antonio, TX||Aug 2014 - Current||2|
|Usaa Financial Planning Services||San Antonio, TX||Aug 2014 - Current||2|
|Unemployed||San Antonio, TX||Jun 2014 - Jul 2014||< 1|
|Axa Advisors, LLC||New York, NY||Apr 2014 - Jun 2014||< 1|
|Unemployed||San Antonio, TX||Feb 2014 - Apr 2014||< 1|
|Davis Law Firm||San Antonio, TX||Sep 2012 - Feb 2014||1|
|Unemployed||San Antonio, TX||May 2012 - Sep 2012||< 1|
|St Mary's University||San Antonio, TX||Aug 2009 - May 2012||2|
|Mani & Sloan, Plcc||San Antonio, TX||Mar 2011 - Aug 2011||< 1|
|Grand Hyatt Hotel||San Antonio, TX||Oct 2008 - Aug 2009||< 1|
|Tandi Brands Accessories||Yoakum, TX||May 2008 - Oct 2008||< 1|
|A&m Dining Services||College Station, TX||Sep 2006 - May 2008||1|
|Texas A&m||College Station, TX||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||Jun 2014|
Total Assets Under Management23,291MILLIONS
Total Number of Accounts131,832ACCOUNTS
Average Account Value$176,670
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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