Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barton? Claim Your ProfileBarton Liro is a financial advisor with over 16 years of experience in the industry. Barton is registered with LPL Financial LLC in Massachusetts. Barton has experience working with individuals, corporations, and other businesses. Barton specializes in providing financial planning, portfolio management, and other non-discretionary advisory services. Barton is also registered in several other states, including California, Connecticut, Florida, Maine, New Hampshire, and New Mexico.
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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MA
11/22/2022 - Present
LPL Financial LLC (DANVERS MA)
CA
11/04/2016 - 12/23/2020
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
11/04/2016 - 12/23/2020
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
11/04/2016 - 12/23/2020
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
11/04/2016 - 12/23/2020
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
MA
02/12/2007 - 11/09/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
CA
02/25/2015 - 02/25/2015
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 07/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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