Unclaimed Profile

Donna Lou Barton

OAK ASSOCIATES LTD·AKRON, Ohio

Series 65Clean record27 years registeredOAK 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 · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OAK ASSOCIATES LTD

OAK ASSOCIATES LTD

Jun 1999 – Apr 2022

AKRON, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 14, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAK ASSOCIATES LTD

CRD 108874 · SEC 801-23632

AUM

$1.5B

Regulatory assets under management

Employees

63 client accounts

Services offered by OAK ASSOCIATES LTD

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at OAK ASSOCIATES LTD →

Introduction

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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.

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, last registered with OAK ASSOCIATES LTD.

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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