Robert Eaton Barton

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → Present
  Gwn Securities
  Palm Beach Gardens, FL

Other Businesses

LIFE INSURANCE SALES POSITION: OWNER/REP NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/2012 ADDRESS: 119 EAST 5TH STREET, BLOOMSBURG PA 17815 DESCRIPTION: QUOTE AND PLACE INSURANCE WHEN REQUESTED BY CLIENT RENTAL PROPERTY POSITION: OWNER NATURE: RESIDENTIAL REAL ESTATE RENTALS INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 06/08/2011 ADDRESS: 119 EAST FIFTH STREET, BLOOMSBURG PA 17815 DESCRIPTION: MAINTAIN/RENT OUR 2 RENTAL PROPERTIES KADES MARGOLIS, Is Investment Related, DBA, Financial Professional 01/01/2004,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-04
• S63 Uniform Securities Agent State Law Examination
  1997-10-24

Other Names

• Robert E Barton