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Donna Lou Barton

OAK ASSOCIATES LTD·AKRON, Ohio
Unclaimed Profile
3875 EMBASSY PARKWAY, AKRON, OH 44333CRD# 2724043Firm CRD# 108874
01

About

Donna Lou Barton is a registered financial advisor based in AKRON, Ohio, affiliated with OAK ASSOCIATES LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
OAK ASSOCIATES LTD
OAK ASSOCIATES LTD
AUM
$1.5B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at OAK ASSOCIATES LTD →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2724043
Firm CRD# 108874
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donna Lou Barton offer?
Donna Lou Barton specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AKRON, Ohio for a consultation.
What are Donna Lou Barton's credentials?
Donna Lou Barton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Lou Barton located?
Donna Lou Barton is based in AKRON, Ohio, working with OAK ASSOCIATES LTD. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Donna Lou Barton charge for services?
Donna Lou Barton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK ASSOCIATES LTD?
OAK ASSOCIATES LTD has approximately 9 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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