Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Barry Barton is a financial advisor who has been in the industry since 1987. He is currently registered with Momentum Independent Network Inc. Robert has a wide range of experience in the financial services industry, having previously worked for several other firms, including Southwest Securities, Inc., Smith Barney Inc., Lehman Brothers Inc., Eastern Financial Corporation, and Eastern Securities, Inc. He is also a licensed agent and investment advisor representative. Robert holds several securities licenses, including Series 3, 7, 22, 63, and 65. His focus areas include financial planning, portfolio management for individuals, and educational seminars. He specializes in working with high-net-worth individuals, corporations, and pension plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
10/10/2013 - Present
Momentum Independent Network Inc. (COPPELL TX)
TX
08/18/1995 - 10/03/2013
SOUTHWEST SECURITIES, INC. (PLANO TX)
NY
07/31/1993 - 08/29/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
08/29/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/23/1987 - 09/19/1988
EASTERN FINANCIAL CORPORATION
NA
07/17/1987 - 12/02/1987
EASTERN SECURITIES, INC.
IA
Issued 08/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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