Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barton? Claim Your ProfileBarton Francis is a financial advisor who has been in the industry since 2008. Barton Francis is a registered representative with Oxford Financial Group, Ltd., and has a Series 7 and Series 66 securities license. Barton Francis is also a Certified Financial Planner and has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Barton Francis previously worked with Bessemer Investor Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/11/2023 - Present
Oxford Financial Group, Ltd. (PALM BEACH FL)
FL
04/09/2010 - 03/01/2023
BESSEMER INVESTOR SERVICES, INC. (STUART FL)
FL
10/23/2009 - 03/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
FL
03/19/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALM BEACH FL)
BOTH
Issued 04/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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