Unclaimed
Robert Barton is a financial professional with over 20 years of experience in the financial services industry. Robert is currently registered with GWN Securities Inc. in Pennsylvania and Florida. Robert is also registered as an Investment Advisor Representative in Pennsylvania. Robert has previously worked with Money Concepts Capital Corp., PMG Securities Corporation and Royal Alliance Associates, Inc. Robert offers financial planning, market timing services, and portfolio management services.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
01/10/2007 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
01/02/2004 - 03/10/2004
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IL
07/12/2001 - 12/31/2003
PMG SECURITIES CORPORATION (ELGIN IL)
AZ
10/22/1997 - 07/16/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 01/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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