Unclaimed Profile

Donna Lou Barton

OAK ASSOCIATES LTD·AKRON, Ohio

Clean recordOAK ASSOCIATES LTD

3875 EMBASSY PARKWAY, AKRON, OH 44333CRD# 2724043Firm CRD# 108874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna Lou Barton · AKRON, OH

Registration

CRD #2724043 · OAK ASSOCIATES LTD

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

OAK ASSOCIATES LTD

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OAK ASSOCIATES LTD →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2724043

Firm CRD# 108874

View on FINRA BrokerCheck →

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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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