Barton
Liro
Lpl Financial LLC
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About this Advisor
Barton Liro is a financial advisor based in Danvers, Massachusetts, working with Lpl Financial LLC. Barton has previously held positions at Investors Capital Corporation, First Allied Asset Management, Inc, Cetera Investment Management LLC, Tower Square Investment Management LLC, Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Investment Services LLC, Cetera Financial Specialists LLC, Hero Investment Planners LLC, Hendricks Wealth And Estate Management, and Lpl Financial LLC. Barton has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Barton is part of Lpl Financial LLC, which operates out of Danvers, Massachusetts. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
- Educational seminars/workshops
- Other
Barton Liro Work History
Lpl Financial LLC
Hero Investment Planners LLC
Hendricks Wealth And Estate Management
Cetera Advisor Networks LLC
Cetera Advisors LLC
Cetera Investment Services LLC
Cetera Financial Specialists LLC
First Allied Asset Management, Inc
Cetera Investment Management LLC
Tower Square Investment Management LLC
Investors Capital Corporation
Disclosures
Please visit the SEC profile of Barton Liro 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 Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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