Taylor
Barton
Markle Financial LLC
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About this Advisor
Taylor Barton is a financial advisor working in Laramie, Wyoming who has 2 years of industry experience. Barton is on the advisory team at Markle Financial LLC. During their career, the advisor has held roles at Markle Financial LLC, American Truck Business Services, Uniwyo Fcu, The Navigators, University Of Wyoming, Ymca Of The Rockies, Sidney High School and Laramie County Community College. Barton has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Wyoming. Markle Financial LLC is a financial advisory firm headquartered in Laramie, WY. It has a total of six people on staff. It handles $143 million in assets under management across its 874 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 874 accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Markle Financial LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Markle Financial LLC Brokerage Details
$142,606,650
6
874
$163,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Taylor Barton Work History
Taylor has been registered as a financial advisor for 2 years.*
Markle Financial LLC
American Truck Business Services
Uniwyo Fcu
The Navigators
University Of Wyoming
Ymca Of The Rockies
Laramie County Community College
University Of Wyoming
Sidney High School
*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 Taylor 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 Markle Financial LLC
Laramie, WY
Laramie, WY
Lancaster, PA
Laramie, WY
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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