Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
GARY LEE BARTON
CRD#: 824042
IA
Investment Adviser
THE ASSET CONSULTING GROUP, INCCRD#: 173060 410 S ORCHARD SUITE 112
BOISE, ID 83705
Registration History
1996199820002002200420062008201020122014201620182020202220242026IATHE ASSET CONSULTING GROUP, INC (CRD# 173060)2014 - Present (10 years)IACALTON & ASSOCIATES, INC. (CRD# 20999)2014 - 2014 (<1 year)IAFINANCIAL TELESIS, INC. (CRD# 31012)2008 - 2014 (6 years)IAMID ATLANTIC FINANCIAL MANAGEM... (CRD# 109771)2004 - 2008 (3 years)IALONDON PACIFIC ADVISORS (CRD# 104601)1997 - 2004 (7 years)
License(s)

State Registrations

IA
Idaho 11/6/2014
Current Registration(s)
IA
THE ASSET CONSULTING GROUP, INC (CRD#:173060)
410 S ORCHARD SUITE 112, BOISE, ID 83705
Registered with this firm since 11/6/2014
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 08/15/2014 - 09/10/2014 CALTON & ASSOCIATES, INC. (CRD#:20999) Boise, ID
IA
 02/01/2008 - 08/14/2014 FINANCIAL TELESIS, INC. (CRD#:31012) BOISE, ID
IA
 05/04/2004 - 01/31/2008 MID ATLANTIC FINANCIAL MANAGEMENT, INC. (CRD#:109771) BOISE, ID
IA
 01/01/1997 - 05/04/2004 LONDON PACIFIC ADVISORS (CRD#:104601) BOISE, ID
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.