Robert Rae Barton

8 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth

Hobart Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

677 clients

Average Client Portfolio

$635K average

Assets Under Management

$429.7M

Fee Structure

Minimum Investment:$250K

Location

7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC, 28277

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Hobart Wealth

May 2023 - Present · 2 yrs 9 mos

Previous Registrations

Prudential Financial Planning Services

October 2018 - April 2023 · 4 yrs 6 mos

Pruco Securities, LLC.Broker

September 2018 - April 2023 · 4 yrs 7 mos

First Command Advisory Services

May 2017 - September 2018 · 1 yr 4 mos

First Command Financial Planning, INC.Broker

May 2017 - September 2018 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.