Gary L. Barton

THE ASSET CONSULTING GROUP,

Boise, ID 83705

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CRD#: 824042

Professional summary

Gary Lee Barton is a registered financial advisor currently at THE ASSET CONSULTING GROUP, INC located in Boise, Idaho.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Gary has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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.

ESOPS OF IDAHO. 410 S. ORCHARD #112, BOISE, ID. POSITION - LLC MANAGER. DUTIES - COACHING COMPANIES ON ESOP INSTALLATION. APPROX 15-20 HOURS/MONTH, 5-15 HOURS DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lee 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®

None

Experience

Current

November 6, 2014 - Present

THE ASSET CONSULTING GROUP, INC

Office #1: 410 S Orchard Suite 112, Boise, ID 83705

RIA

CRD#: 173060

Boise, ID

Past

August 15, 2014 - September 10, 2014

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

Boise, ID

Past

August 15, 2014 - September 10, 2014

CALTON & ASSOCIATES, INC.

CRD#: 20999

Boise, ID

Past

February 1, 2008 - August 14, 2014

FINANCIAL TELESIS INC

RIA

CRD#: 31012

BOISE, ID

Past

February 1, 2008 - August 14, 2014

FINANCIAL TELESIS INC

CRD#: 31012

BOISE, ID

Past

May 4, 2004 - January 31, 2008

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 109771

BOISE, ID

Past

May 3, 2004 - January 31, 2008

NEWEDGE SECURITIES, LLC

CRD#: 10674

BOISE, ID

Past

October 28, 1998 - May 3, 2004

LONDON PACIFIC SECURITIES, INC.

CRD#: 25089

SACRAMENTO, CA

Past

January 1, 1997 - May 4, 2004

FDX ADVISORS, INC.

RIA

CRD#: 104601

BOISE, ID

Past

May 21, 1991 - November 6, 1998

FINBAR SECURITIES CORP.

CRD#: 21522

PORTLAND, OR

Past

January 19, 1990 - May 28, 1991

GOODLIN FINANCIAL, INC.

CRD#: 19489

Past

November 5, 1985 - February 13, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

June 24, 1976 - October 22, 1977

FOSTER & MARSHALL INC.

CRD#: 321

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

Idaho
(11/6/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/2/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/21/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/2/1990

General Securities Principal Examination

Current Firm

THE ASSET CONSULTING GROUP, INC

CRD#: 173060 / SEC#: 801-80339

RIA

Registered Investment Advisory firm - (6/26/2017 Terminated)

Idaho

Registered Investment Advisory firm - (6/20/2017 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

410 S Orchard Suite 112, Boise, ID 83705

Mailing Address

Phone number

(208) 333-9922

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	107
AUM (Assets Under Management)	$ 88,300,000

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Gary L. Barton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lee Barton's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

NEWEDGE SECURITIES, LLC

LONDON PACIFIC SECURITIES, INC.

FDX ADVISORS, INC.

FINBAR SECURITIES CORP.

GOODLIN FINANCIAL, INC.

LEHMAN BROTHERS INC.

FOSTER & MARSHALL INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/1994

Series 63

Date: 11/2/1985

Series 7

Date: 9/21/1985

Series 24

Date: 6/2/1990

Current Firm

THE ASSET CONSULTING GROUP, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE ASSET CONSULTING GROUP, INC

TRUST BUT VERIFY

Contact information

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