Barton Lester Young
Investment adviser representative at Sovereign Financial Group, Inc.
28 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 yearsFirm in business
Are you Barton Lester Young? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Sovereign Financial Group, Inc.Oct 2022 to now
- B Young Enterprises, LLCMay 2015 to now
- Raymond James Financial Services Advisors, IncJan 2009 to Sep 2022
- Rbh CorpMay 2004 to Jul 2019
- Barton Young & AssociatesMay 1999 to Jan 2020
- Raymond James Financial Services, Inc.Jan 1999 to Sep 2022
- Iridium GroupJan 1998 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sovereign Financial Group, Inc.
$1.1BAssets managed
1,312Clients
22Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2324545
- Firm CRD
- 294314