Debra
Barton
The Ameriflex Group
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About this Advisor
Debra Barton is a financial advisor operating in Denver, Colorado, with a total of 3 years of relevant experience. Barton works at The Ameriflex Group. Over the course of their career, they have held roles at H. Beck, Inc, Barton Financial Services, Inc - Insurance, Sagepoint Financial, Inc and The Ameriflex Group, Inc. Barton holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Colorado and Texas. The Ameriflex Group is a registered investment company operating out of Las Vegas, NV. The company has offices in 53 locations and a total of 85 people on staff. It controls $3 billion in assets among its 6,588 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 32 charitable organizations. Of its 6,588 client accounts, 15% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The Ameriflex Group provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically are based on the services. Fees billed by The Ameriflex Group most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$3,423,013,375
85
6,588
$519,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Debra Barton Work History
Debra has been registered as a financial advisor for 3 years.*
The Ameriflex Group, Inc
Sagepoint Financial, Inc
Barton Financial Services, Inc - Insurance
H. Beck, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Debra Barton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Ameriflex Group
Torrance, CA
Lone Tree, CO
Scottsdale, AZ
Las Vegas, NV
Las Vegas, NV
Phoenix, AZ
Long Beach, CA
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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