Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barton? Claim Your ProfileBarton Freeze Gunter is a financial advisor at LPL Financial LLC. Barton has been in the financial industry since 2002 and has experience in various aspects of financial planning, including portfolio management for individuals and businesses. Barton is registered to provide investment advice in several states, including Texas, California, Colorado, and North Carolina. He is also a Certified Financial Planner (CFP). In addition to his role at LPL Financial, Barton also works with other financial institutions and provides insurance services.
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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2
TX
05/08/2013 - Present
LPL Financial LLC (DALLAS TX)
TX
06/14/2005 - 02/18/2010
COMERICA SECURITIES (DALLAS TX)
IL
11/19/2003 - 06/13/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
04/19/2002 - 11/14/2003
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
BOTH
Issued 04/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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