Gene Talmadge Barton

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2016 → 12/2020
  Bosse Sports, Llc
  Sudbury, MA
• 01/2020 → 07/2022
  F.L.PUtnam Investment Management Company
  Wellesley, MA
• 08/2022 → Present
  Spencer Financial, Llc
  Sudbury, MA
• 11/2022 → Present
  Osaic Wealth, Inc.
  Sudbury, MA

Other Businesses

1. Spencer Financial, LLC Investment Related 372A Boston Post Road, Sudbury MA 01776 Paraplanner Paraplanner, Salaried Employee 08/01/2022 160 hours/month 130 hours/month during securities trading hours I am an assistant to Sam Baldwin and Bill Spencer. 2. GENX FINANCIAL, LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/15/2022 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: GenX Financial is the LLC that facilitates payroll and benefits for Innovative Financial group employees. 3. SPENCER FINANCIAL, LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/13/2025 ADDRESS: 327a Boston Post Road, Sudbury MA 01776, United States DESCRIPTION: Sales/marketing of fixed annuities, and non-variable insurance. 4. SPENCER FINANCIAL, LLC POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/23/2025 ADDRESS: 327a Boston Post Road, Sudbury MA 01776, United States DESCRIPTION: Sale/marketing of securities, investment advisory and insurance products 5. SPENCER FINANCIAL, LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/15/2022 ADDRESS: 327A Boston Post Road, Sudbury MA 01776, United States DESCRIPTION: Assisting Bill Spencer and Sam Baldwin with the creation and presentation of needs analysis.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-29

Other Names

• Gene Talmadge Barton