Dow
Barton
Delta Investment Management, LLC
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About this Advisor
Dow Barton is a financial advisor based in Greenville, South Carolina, working with Delta Investment Management, LLC. Dow has previously held positions at Self-Employed Insurance Agent, Secure Investment Management, LLC, J.D. Mellberg Financial, LLC, Allstate Insurance Company, Assure Source, Northstar Financial & Retirement Planning, LLC, and Delta Investment Management, LLC. Dow has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Dow is part of Delta Investment Management, LLC, which operates out of Greenville, South Carolina. The firm has 10 offices and 25 employees. The firm manages assets totaling $628.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Delta Investment Management, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Delta Investment Management, LLC Brokerage Details
$628,859,627
25
2,127
$295,656
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dow Barton Work History
Delta Investment Management, LLC
Northstar Financial & Retirement Planning, LLC
Self-Employed Insurance Agent
Allstate Insurance Company
Secure Investment Managment, LLC
J.D. Mellberg Financial, LLC
Self-Employed Insurance Agent
Assure Source
Disclosures
Please visit the SEC profile of Dow 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 Delta Investment Management, LLC
Scottsdale, AZ
Scottsdale, AZ
San Francisco, CA
Greenville, SC
Durango, CO
Greenville, SC
San Francisco, CA
West Sacramento, CA
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