Barton
Kershner
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Barton Kershner is a financial advisor based in Rockville, Maryland, working with Gallagher Fiduciary Advisors, LLC. Barton has previously held positions at Financial Telesis Inc, Independent Benefit Services, Lpl Financial LLC, Global Retirement Partners LLC, Gallagher Benefit Services, Nfp Advisor Services, LLC, Kestra Financial Services, Inc, Gallagher Fiduciary Advisors, LLC, and Triad Advisors. Barton has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Barton is part of Gallagher Fiduciary Advisors, LLC, which operates out of Rockville, Maryland. The firm has 45 offices and 211 employees. The firm manages assets totaling $10.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Gallagher Fiduciary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$10,243,478,622
211
4,100
$2,498,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Barton Kershner Work History
Gallagher Fiduciary Advisors, LLC
Triad Advisors
Kestra Financial Services, Inc
Gallagher Benefit Services
Nfp Advisor Services, LLC
Lpl Financial LLC
Global Retirement Partners LLC
Financial Telesis Inc
Independent Benefit Services
Disclosures
Please visit the SEC profile of Barton Kershner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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