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Robin Vickery Barber

Colton Groome Financial Advisors, LLC

Asheville, NC

CRD 7307893

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Employer firm

Colton Groome Financial Advisors, LLC CRD 128365

$725M regulatory AUM 101 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • QUALIFIED RETIREMENT PLAN AND/OR NON-QUALIFIED DEFERRED COMPENSATION PLAN CONSULTING AND INSURANCE CONSULTING.

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

Current Employers
Colton Groome Financial Advisors, Llc

1127-B Hendersonville Road, Asheville, NC 28803 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-02-08
  • NC RA
    APPROVED
    Since 2024-02-08

Branch Locations

1127-B Hendersonville Road, Asheville, NC 28803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boys Arnold & Company Asheville NC 09/2010 10/2020
Colton Groome Financial Asheville NC 10/2020 Present
Colton Financial Advisors, Llc Asheville NC 01/2024 Present
  • 09/2010 → 10/2020
    Boys Arnold & Company
    Asheville, NC
  • 10/2020 → Present
    Colton Groome Financial
    Asheville, NC
  • 01/2024 → Present
    Colton Financial Advisors, Llc
    Asheville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-03
  • S65 Uniform Investment Adviser Law Examination
    2024-02-03

View on SEC IAPD

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Nearby Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN

Nearby Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC

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