Victor Barton
Victor Barton
Financial Advisor
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CLTC®
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About Victor Barton
Many of the individuals and families I work with have done well financially, yet still approach retirement with unanswered questions. They’ve accumulated assets, lived responsibly, and now want clarity—before making decisions that shape the next phase of their lives.
My role is to help bring structure and perspective to those questions. I work with people nearing retirement who want to understand where they stand, what their options truly are, and how to move forward with confidence and intention.
In addition to retirement...
My qualifications
- High School Graduate or Equivalent of Finance, The University of Texas
- High School Graduate or Equivalent of Finance, St. Mark’s School of Texas
- Certification in Long-Term Care®
- Investment Adviser Representative
- Series 7 - General Securities Representative
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
My state licenses
- Alabama
- California(Insurance Lic. #4337192)
- Colorado
- Florida
- Iowa
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Missouri
- New York
- North Carolina
- Ohio
- Oklahoma
- Pennsylvania
- Texas
- West Virginia
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations