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Brian Eric Barton

GUARDIAN WEALTH MANAGEMENT, LLC·SALT LAKE CITY, Utah
Clean recordGUARDIAN WEALTH MANAGEMENT, LLC
50 WEST BROADWAY, SALT LAKE CITY, UT 84101CRD# 2429506Firm CRD# 146923

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Eric Barton · SALT LAKE CITY, UT
Registration
CRD #2429506 · GUARDIAN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Eric Barton is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with GUARDIAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GUARDIAN WEALTH MANAGEMENT, LLC
GUARDIAN WEALTH MANAGEMENT
AUM
$134M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2429506
Firm CRD# 146923
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Eric Barton offer?
Brian Eric Barton specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Brian Eric Barton's credentials?
Brian Eric Barton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Eric Barton located?
Brian Eric Barton is based in SALT LAKE CITY, Utah, working with GUARDIAN WEALTH MANAGEMENT, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Brian Eric Barton charge for services?
Brian Eric Barton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GUARDIAN WEALTH MANAGEMENT, LLC?
GUARDIAN WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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