Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Barton is a financial advisor currently registered with Newbridge Financial Services Group, Inc. in Boca Raton, FL. Marc has been working in the financial industry since 1997, and has experience with a variety of firms including LPL Financial LLC, Cetera Advisors LLC, Investors Capital Corp. and Jefferson Pilot Securities Corporation. Marc specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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
FL
09/29/2022 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
CA
05/10/2017 - 09/13/2022
LPL FINANCIAL LLC (FRESNO CA)
CA
10/24/2013 - 05/12/2017
CETERA ADVISORS LLC (FRESNO CA)
CA
11/03/2010 - 10/28/2013
INVESTORS CAPITAL CORP. (FRESNO CA)
CA
02/08/2008 - 11/09/2010
LPL FINANCIAL CORPORATION (FRESNO CA)
CA
01/08/2004 - 02/14/2008
JEFFERSON PILOT SECURITIES CORPORATION (FRESNO CA)
MO
07/01/2003 - 01/14/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/05/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/19/1997 - 01/26/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Marc Barton is the right advisor for you? Invested Better is here to help.
