Anna Barton (CRD# 2208212) is an Investment Advisor Representative working at Mariner Wealth in West Chester, OH and has over 28 years of experience in the finance industry.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | West Chester, OH | Sep 2021 - Current | 2 |
| Msec, LLC | West Chester, OH | Sep 2021 - Current | 2 |
| Pinnacle Financial Advisors, LLC | West Chester, OH | Sep 2005 - Sep 2021 | 16 |
| Pinnacle Wealth Management, Inc. | West Chester, OH | Sep 2005 - Sep 2021 | 16 |
| Securities America Inc. | West Chester, OH | Aug 2005 - Sep 2021 | 16 |
| Pinnacle Wealth Management, Inc. | West Chester, OH | Feb 2001 - Sep 2021 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
- OH
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, WY
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