Lucas
Barton
Sageview Advisory Group, LLC
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About this Advisor
Lucas Barton is a certified financial planner based in Southlake, Texas who has 5 years of relevant experience. Barton is on the advisory team at Sageview Advisory Group, LLC. Throughout their career, Barton has worked at Lockton Companies, LLC, Lockton Investment Advisors, LLC, Lockton Financial Advisors, LLC, Cetera Advisor Networks and Sageview Advisory Group. Barton maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Sageview Advisory Group, LLC is a registered investment firm that has its headquarters in Newport Beach, CA. The investment advisory business has offices in 36 locations and a total of 224 people on staff. It has $156 billion in total assets across its 21,119 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 21,119 customer accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually depend on which service is provided. Fee types billed by Sageview Advisory Group, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$156,399,419,714
224
21,119
$7,405,626
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
Lucas Barton Work History
Lucas has been registered as a financial advisor for 5 years.*
Cetera Advisor Networks
Sageview Advisory Group
Lockton Companies, LLC
Lockton Investment Advisors, LLC
Lockton Financial Advisors, LLC
*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 Lucas Barton 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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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
