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Barton Advisory Services, L.l.c. CRD 137694
$98.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
341 Doucet Road Suite B, Lafayette, LA 70503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-21 |
| LA | RA | APPROVED | 2015-12-18 |
Branch Locations
1005 E. St. Mary Blvd. Suite 217, Lafayette, LA 70503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barton Advisory Services, L.L.C. | Lafayette | LA | 08/2014 | Present |
| Harry V. Barton Cpa, Llc | Lafayette | LA | 07/2011 | Present |
Harry V. Barton CPA LLC in LaFayette, LA. CPA of the firm since July 2011. The CPA business is not investment-related. Duties include providing tax advice and tax filing services. Amount of time devoted to this business is approximately 32 hours per month; all of which occur during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-15 |
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