Nathaniel BartonCRD Number: 4737250
Current Firm: Simplicity Wealth
Nathaniel Barton (CRD# 4737250) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 16 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Simplicity Wealth, LLC||Summit, NJ||Aug 2021 - Current||1|
|Guardian Wealth Management||Scottsdale, AZ||Aug 2021 - Current||1|
|Simplicity Group||Scottsdale, AZ||Jun 2016 - Current||7|
|Brookstone Capital Management, LLC||Wheaton, IL||Jun 2017 - Oct 2017||< 1|
|Transamerica Financial Advisors, Inc.||Mesa, AZ||Dec 2015 - Jun 2016||< 1|
|Annexus Distributors||Scottsdale, AZ||Apr 2015 - Jun 2016||1|
|Edelweiss, LLC||Greenwood Village, CO||Dec 2012 - Jun 2016||3|
|Gwfs Equities, Inc.||Greenwood Village, CO||Aug 2014 - Nov 2014||< 1|
|Valic Financial Advisors, Inc.||Lakewood, CO||Sep 2013 - Aug 2014||< 1|
|Self Employed||Greenwood Village, CO||May 2013 - Sep 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2006|
|S65||NASAA Investment Advisors Law Examination||Aug 2021|
Total Assets Under Management201MILLIONS
Total Number of Accounts2,342ACCOUNTS
Average Account Value$85,839
- 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)
- 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, VI, VT, WA, WI, WV, WY
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