Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barton? Claim Your ProfileBarton Couch is a financial advisor with over 37 years of experience in the financial services industry. Barton is a partner and Investment Advisor Representative with PER Stirling Capital Management, LLC. Prior to joining PER Stirling Capital Management, LLC, Barton was a Registered Representative with Securities America, Inc. and Ameriprise Financial Services, Inc. Barton is a Certified Financial Planner and holds Series 6, 7, 24, 63 and 65 licenses as well as a Series 99TO. Barton is a resident of Austin, TX and provides financial services to high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Promoter fees
1
2
TX
01/05/2017 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
TX
03/31/2004 - 12/31/2016
SECURITIES AMERICA, INC. (AUSTIN TX)
MN
09/09/1985 - 12/31/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/09/1985 - 12/31/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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