Barton Liro, financial advisor Danvers MA

Barton Liro

CRD Number: 5042457
Current Firm: Lpl Financial LLC

Barton Liro (CRD# 5042457) is an Investment Advisor Representative working at Lpl Financial LLC in Danvers, MA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Danvers, MA Nov 2022 - Current 1
Hendricks Wealth And Estate Management West Dundee, IL Jan 2021 - Aug 2022 1
Hero Investment Planners LLC West Dundee, IL Jan 2021 - Mar 2021 < 1
Cetera Advisor Networks LLC El Segundo, CA Nov 2016 - Jan 2021 4
Cetera Advisors LLC Denver, CO Nov 2016 - Jan 2021 4
Cetera Investment Services LLC Saint Cloud, MN Nov 2016 - Jan 2021 4
Cetera Financial Specialists LLC Schaumburg, IL Nov 2016 - Jan 2021 4
Tower Square Investment Management LLC El Segundo, CA Jun 2015 - Jan 2021 5
First Allied Asset Management, Inc. Lynnfield, MA Mar 2015 - Jan 2021 5
Investors Capital Corporation Lynnfield, MA Oct 2006 - Nov 2016 10
Cetera Investment Management LLC Lynnfield, MA Jun 2015 - Jun 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Barton Liro
Phone Number: 704-733-3300
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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