Kevin Barton

Kevin Barton Work

Founder, Managing Principal

@ Elevate Financial

Retirement Plan Specialist; Financial Advisor

@ CBIZ

Corporate Retirement Plan Consultant

@ ADP

Kevin Barton Education

Bachelor of Science, Business Administration - BSBA

University of Arizona, Eller College of Management
Nogales High School

Kevin Barton Skills

401kSeries 6Profit SharingSeries 63Retirement ServicesPlan DesignRetirementSeries 7Mutual FundsDefined BenefitEmployee BenefitsInvestmentsPensionsRetirement PlanningERISAAnnuitiesConsultative SellingInsuranceAsset ManagementFinancial PlanningInvestment AdvisoryAsset AllocationComplianceNew Business DevelopmentPortfolio ManagementCustomer RelationsWealth ManagementBenefits AdministrationIRA'sAlternative InvestmentsDeferred CompensationSecuritiesStrategic PlanningPublic SpeakingCoachingBenefitsFinancial AdvisoryFinanceDefined ContributionBusiness PlanningFixed Annuities401(k) Retirement Savings PlansBusiness DevelopmentPowerPointAccount ManagementMicrosoft OfficeMicrosoft WordCustomer Service401 Retirement Savings Plans

Kevin Barton Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Where does Kevin Barton work?

Kevin Barton currently works at Elevate Financial as Kevin Barton - Founder, Managing Principal at Elevate Financial.

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