Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher James Barton is an investment advisor representative who has been in the financial industry since 1993. Christopher James Barton works with Steward Partners Investment Advisory, LLC, a firm with approximately 21,758 clients and $20,433,200,577 in regulatory assets under management. Christopher James Barton is registered in 53 states and has a Series 63, Series 65, Series 3, Series 7, Series 8, Series 9, Series 10, and SIE license. Christopher James Barton specializes in Financial Planning, Retirement Planning, and Estate Planning. Christopher James Barton works with individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Christopher James Barton also works with Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, and Raymond James Financial Services, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
02/05/2018 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
12/22/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
06/01/2009 - 12/19/2017
MORGAN STANLEY (DALLAS TX)
TX
05/31/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
MO
03/13/1995 - 06/06/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
CA
08/04/1993 - 03/17/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 01/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/17/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2008
Series 3 - National Commodity Futures Examination
BC
Issued 08/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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