Matthew Barton (CRD# 2609067) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 28 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Missionsquare Investment Services | Washington, DC | Aug 2023 - Current | < 1 |
| Missionsquare Retirement | Washington, DC | Aug 2023 - Current | < 1 |
| Unemployed | Tigard, OR | Feb 2023 - Jul 2023 | < 1 |
| Farther Finance Advisors, LLC | Lake Oswego, OR | Jun 2022 - Jan 2023 | < 1 |
| Wealthfactor, LLC | Lake Oswego, OR | Sep 2019 - Jun 2022 | 2 |
| My Portfolio Guide | Seal Beach, CA | Sep 2019 - Sep 2021 | 2 |
| Unemployed | Portland, OR | May 2019 - Sep 2019 | < 1 |
| Fisher Investments | Woodside, CA | Mar 2007 - Apr 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- ID
- MT
- OR
- WA
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Total Assets Under Management668MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$668,171,497
- 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
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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