Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barton? Claim Your ProfileBarton Joseph Kershner is a financial advisor in Rockville, MD. Barton has been in the industry since April 2007 and is currently registered with Gallagher Fiduciary Advisors, LLC. Barton has previously worked with a number of other firms including TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, LPL FINANCIAL LLC, and MORGAN STANLEY SMITH BARNEY. Barton holds Series 7, Series 31, Series 66 and SIE licenses and is also a Certified Financial Planner. Barton has a total of 11 state registrations and is currently active in Maryland. Barton specializes in providing financial and investment advice to individuals, businesses, and retirement plans.
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.
See schedule d misc. for explanation
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.
1
2
MD
04/15/2022 - Present
Gallagher Fiduciary Advisors, LLC (Rockville MD)
MD
03/31/2022 - 08/23/2024
TRIAD ADVISORS LLC (Rockville MD)
MD
03/31/2015 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (ROCKVILLE MD)
MD
09/12/2014 - 01/15/2015
LPL FINANCIAL LLC (ROCKVILLE MD)
MD
10/23/2013 - 09/12/2014
FINANCIAL TELESIS INC (ROCKVILLE MD)
MD
01/15/2013 - 08/08/2013
TRIAD ADVISORS, INC. (OWINGS MILLS MD)
MD
11/18/2010 - 01/02/2013
FINANCIAL TELESIS INC (ROCKVILLE MD)
MD
06/01/2009 - 11/12/2010
MORGAN STANLEY SMITH BARNEY (ANNAPOLIS MD)
MD
10/23/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ANNAPOLIS MD)
BOTH
Issued 02/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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