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Kathryn F. Barton

Latitude Advisors, LLC

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About Kathryn F. Barton

Kathryn F. Barton is an investment advisor representative at Latitude Advisors, LLC based in Vero Beach, Florida. Kathryn has been in the industry since 2001 and has a strong background in finance, having worked in the industry for over two decades. Kathryn holds the Series 6 and 65 securities licenses and is a Certified Public Accountant. Kathryn has experience working with individuals, families, and businesses and is passionate about helping her clients achieve their financial goals. Kathryn provides financial planning, retirement planning, and investment management services. Kathryn is also a member of the VNA and Hospice Foundation and the Humane Society of Vero Beach.

Firm Information

Kathryn Barton is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Kathryn Barton’s Registration & Firm History

FL

01/14/2010 - Present

Latitude Advisors, LLC (VERO BEACH FL)

FL

01/05/2010 - 02/24/2015

GWN SECURITIES INC. (VERO BEACH FL)

FL

01/16/2001 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (VERO BEACH FL)

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Licenses & Designations

IA

Issued 12/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathryn F. Barton.
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