KB
Kathryn F. Barton
LATITUDE ADVISORS
Vero Beach, FL 32963
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CRD#: 4314762
KB
Professional summary
Kathryn F. Barton, CFP® is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Vero Beach, Florida.
Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kathryn has worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CERTIFIED PUBLIC ACCOUNTANT, PARTNER, OFFUTT AND BARTON CPAS, 3003 CARDINAL DRIVE, STE C, VERO BEACH, FL 32963, TAX PREPARATION AND ADVISE, AND ACCOUNTING WORK, 120 HRS/MON, NOT INVESTMENT RELATED, SINCE1990. INSURANCE AGENT, SAME ADDRESS SINCE 2000. LIFE, HEALTH AND ANNUITY SALES. INVESTMENT RELATED; 1HR/MONTH INVESTMENT ADVISOR REP, LATITUDE ADVISORS, LLC, VERO BEACH, FL, SINCE 01/2010, INVESTMENT RELATED; 45 HOURS / MONTH VERO BEACH ROTARY CHARITIES FOUNDATION POSITION: TREASURER NATURE: THE FOUNDATION IS A 501(C)(3) ORGANIZATION THAT DONATES TO LOCAL YOUTH CHARITIES AND GIVES SCHOLARSHIPS. INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT HOURS: 1 START: 04/12/1996 ADDRESS: PO BOX 643224, VERO BEACH FL 32964 DESCRIPTION: ACCOUNTING, PREPARE THE FORM 990,,AND VOTE WITH OTHER,BOARD MEMBERS,ON,SELECTION OF THE DONEES OF CHARITABLE DONATIONS MADE BY THE VERO BEACH ROTARY CHARITIES FOUNDATION., THIS FOUNDATION IS COMPOSED OF MEMBERS OF,THE LOCAL VERO BEACH ROTARY CLUB OF WHICH I AM A MEMBER. CITY OF VERO FINANCE COMMISSION POSITION: MEMBER NATURE: FINANCE COMMISSION. REVIEW CITY MONTHLY FINANCIAL STATEMENTS AND REPORTS AND ADVISE THE CITY COUNCIL OF ANY NEGATIVE TRENDS; REVIEW AND ADVISE THE CITY COUNCIL ON ANY LOANS; REVIEW AND MAKE RECOMMENDATIONS AS TO BUDGET FORMATS, INVESTMENT RELATED: NO NUMBER OF HOURS: 8 INVESTMENT RELATED HOURS: 8 START DATE: 12/01/2011 ADDRESS: 1053 20TH PLACE, CITY HALL, VERO BEACH FL 32960 DESCRIPTION: VOLUNTEER APPOINTED MEMBER,OF THE COMMISSION/BOARD., THE,RESPONSIBILITIES OF THE COMMISSION ARE LISTED BELOW AS STATED ON THE CITY'S WEBSITE., THE BOARD HAS FIVE TO SIX MEMBERS AT ANY TIME. OFFUTT BARTON SCHLITT CPA POSITION: PARTNER NATURE: CERTIFIED PUBLIC ACCOUNTANTS INVESTMENT RELATED: NO NUMBER OF HOURS: 150 INVESTMENT RELATED HOURS: 150 START DATE: 01/01/2013 ADDRESS: 3003 CARDINAL DRIVE, SUITE C, VERO BEACH FL 32963 DESCRIPTION: PERFORM ACCOUNTING SERVICES, RETIREMENT AND INCOME TAX PLANNING, AND TAX PREPARATIONSERVICES FOR INDIVIDUALS, BUSINESSES, ESTATES AND TRUSTS. SEBASTIAN CHARTER JUNIOR HIGH SCHOOL POSITION: BOARD MEMBER, TREAS NATURE: THE "BUSINESS" IS A NOT FOR PROFIT CHARTER JUNIOR HIGH SCHOOL THAT IS PART OF THE INDIAN RIVER COUNTY PUBLIC SCHOOL SYSTEM. INVESTMENT RELATED: NO NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 0 START DATE: 05/01/2014 ADDRESS: 782 WAVE ST, SEBASTIAN FL 32958 DESCRIPTION: THE BOARD MEMBERS MEET WITH THE PRINCIPAL AND SCHOOL DIRECTOR ONCE MONTHLY (AND AS NEEDED) TO GIVE DIRECTION TO SCHOOL POLICY AND MISSION AND TO REVIEW BUDGET. VNA and Hospice Foundation, a Director on the board, since 2018. Address: 1110 35th Lane, Vero Beach, Florida 32960.The chief responsibility of board is to fund raise and provide funds to the VNA and Hospice of the Treasure Coast for the Hospice House operation and home nursing services provided regardless of patient's ability to pay. The organization is a 501 c 3. Time commitment of about 3 hours per month. Board directors are not compensated. Humane Society of Vero Beach, a Director on the board since 2018. Address: 6230 77th St., Vero Beach, Florida 32967. Board responsibilities include visioning and mission setting for the organization, hiring and evaluations of its CEO, review of its financial reporting. Time commitment is 6 hours monthly. Board directors are not compensated. It is a not for profit 501 C 3 organization.
CRS (Client Relationship Summary) - RIA
Click below to view Kathryn F. Barton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 5, 2010 - Present
LATITUDE ADVISORS, LLC
Office #1: 570 Beachland Blvd, Vero Beach, FL 32963RIA
CRD#: 151001
Vero Beach, FL
Past
January 5, 2010 - February 24, 2015
GWN SECURITIES INC.
BD
CRD#: 128929
VERO BEACH, FL
Past
January 18, 2002 - December 31, 2009
MEDALLION ADVISORY SERVICES, LLC
RIA
CRD#: 113788
VERO BEACH, FL
Past
January 16, 2001 - December 31, 2009
MEDALLION INVESTMENT SERVICES, INC.
BD
CRD#: 45314
VERO BEACH, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/14/2010)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Yorkville, IL
Mailing Address
Phone number
(630) 553-3730
Established
Firm type
Fiscal year end
# of Employees
70
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,305 |
| AUM (Assets Under Management) | $ 379,516,000 |
Red Flags
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