Barton Legacy Advisor, LLC
Barton Legacy Advisor, LLC (CRD# 158624) is a financial advisory firm headquartered in Dallas, TX. They manage $30,305 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Barton Legacy Advisor, LLC
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$30,305
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Barton Legacy Advisor, LLC
No Advisor Found.
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