RB
Robert Barton
LIFESTYLE ASSET MANAGEMENT
Friendswood, TX 77546
Some features on this profile are disabled
CRD#: 6734428
RB
Robert BartonLIFESTYLE ASSET MANAGEMENT
Professional summary
Robert Barton, who also goes by Bob Barton, Robert Rae Barton, is a registered financial advisor currently at LIFESTYLE ASSET MANAGEMENT, INC. located in Friendswood, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Bob Barton | Robert Rae Barton
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.
Momentum Execution Group, LLC whether the business is investment related; No the address of the other business; 1101 Sarandon Dr, Matthews, NC 28104 the nature of the other business; Business Consulting firm your position; Founder/CEO title, or relationship with the other business; Consultant to any company I serve the start date of your relationship; MEG origination date already given. Current consulting client began July 2026 the approximate number of hours/month you devote to the other business; MEG is a 12 month business. This client has contracted for 6 months but is planning on using me for a year. the number of hours you devote to the other business during securities trading hours; No hours during trading hours but trading hours are not really relevant for me since I am not serving as an advisor here at LSFA. I am maintaining my license so I can train our advisors. and briefly describe your duties relating to the other business; Meeting with clients. Evaluating their business. Identifying weaknesses or needed improvement. Proposing a consultation plan. Executing that plan.
CRS (Client Relationship Summary) - RIA
Click below to view Robert 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®
NoneExperience
Current
August 10, 2026 - Present
LIFESTYLE ASSET MANAGEMENT, INC.
Office #1: 211 W. Edgewood Suite 100 , Friendswood, TX 77546RIA
CRD#: 157450
Friendswood, TX
Past
May 16, 2023 - May 1, 2026
HOBART WEALTH
RIA
CRD#: 168494
CHARLOTTE, NC
Past
October 1, 2018 - April 28, 2023
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
MATTHEWS, NC
Past
September 21, 2018 - April 28, 2023
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
MATTHEWS, NC
Past
May 17, 2017 - September 21, 2018
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Charlotte, NC
Past
May 17, 2017 - September 21, 2018
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
Charlotte, NC
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
LIFESTYLE ASSET MANAGEMENT, INC.
CENTURION ADVISORS CORP. | LIFESTYLE FINANCIAL ADVISORS, INC. | LIFESTYLE ASSET MANAGEMENT, INC. | EVERETT FINANCIAL GROUP | DFW RETIREMENT PLANNERS
CRD#: 157450 / SEC#: 801-116746
RIA
Registered Investment Advisory firm - (6/7/2019 Approved)Texas
Registered Investment Advisory firm - (6/12/2019 Terminated)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
Texas(8/10/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LIFESTYLE ASSET MANAGEMENT, INC.
CENTURION ADVISORS CORP. | LIFESTYLE FINANCIAL ADVISORS, INC. | LIFESTYLE ASSET MANAGEMENT, INC. | EVERETT FINANCIAL GROUP | DFW RETIREMENT PLANNERS
CRD#: 157450 / SEC#: 801-116746
RIA
Registered Investment Advisory firm - (6/7/2019 Approved)Texas
Registered Investment Advisory firm - (6/12/2019 Terminated)Loading...
Contact information
Main Address
211 West Edgewood Suite 300, Friendswood, TX 77546
Mailing Address
Phone number
(281) 612-2035
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,852 |
| AUM (Assets Under Management) | $ 571,164,427 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LIFESTYLE ASSET MANAGEMENT, INC.
CRD#: 157450Friendswood, TX 77546TRUST BUT VERIFY
Monitor Robert Barton
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
