Joseph Barton (CRD# 6331997) is an Investment Advisor Representative working at Primerica Advisors in Coral Springs, FL and has over 6 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Coral Springs, FL | Jul 2014 - Current | 9 |
Primerica Financial Services | Coral Springs, FL | Jun 2013 - Current | 10 |
Coconut Creek Seminole Casino | Coconut Creek, FL | Jan 2012 - Current | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2017 |
S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- FL
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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