Barton Liro
Investment adviser representative at LPL Financial LLC
20 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCNov 2022 to now
- Hendricks Wealth and Estate ManagementJan 2021 to Aug 2022
- Hero Investment Planners LLCJan 2021 to Mar 2021
- Cetera Advisor Networks LLCNov 2016 to Jan 2021
- Cetera Advisors LLCNov 2016 to Jan 2021
- Cetera Financial Specialists LLCNov 2016 to Jan 2021
- Cetera Investment Services LLCNov 2016 to Jan 2021
- Tower Square Investment Management LLCJun 2015 to Jan 2021
- First Allied Asset Management, IncMar 2015 to Jan 2021
- Investors Capital CorporationOct 2006 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5042457
- Firm CRD
- 6413