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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Barron Schmolke is an investment advisor representative at LPL Financial LLC. Bart is a highly experienced professional with over 40 years in the financial industry. Bart's career began at A. G. Edwards & Sons, Inc. in 1983. Bart has worked with numerous clients, including high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Bart has provided comprehensive financial advice including investment management, financial planning, and retirement planning. Bart holds a Series 7, Series 8, Series 9, Series 10, Series 31, Series 63, and Series 66 license. Bart is also a registered investment advisor in Louisiana and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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LA
10/01/2019 - Present
LPL Financial LLC (ALEXANDRIA LA)
LA
08/02/2010 - 10/03/2019
FSC SECURITIES CORPORATION (ALEXANDRIA LA)
LA
01/01/2008 - 08/03/2010
WELLS FARGO ADVISORS, LLC (ALEXANDRIA LA)
LA
11/25/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALEXANDRIA LA)
BOTH
Issued 04/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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