Kevin Barton
Financial Advisor / Founder, Managing Principal at Elevate Financial
- Role
- Founder, Managing Principal at Elevate Financial
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Founder, Managing Principal
Jul 2014 — Present · Phoenix, AZ, US
Education
University of Arizona, Eller College of Management
Bachelor of Science, Business Administration - BSBA
Skills
- Investments
- Business Development
- Wealth Management
- Business Planning
- Plan Design
- Retirement Services
- Finance
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Strategic Planning
- Securities
- Public Speaking
- Compliance
- Retirement
- Fixed Annuities
- Series 7
- Erisa
- Asset Management
- 401(K) Retirement Savings Plans
- Retirement Planning
- Consultative Selling
- Annuities
- Deferred Compensation
- Series 63
- Financial Planning
- Defined Contribution
- Coaching
- Defined Benefit
- Pensions
- 401k
- Financial Advisory
- Ira's
- Profit Sharing
- Employee Benefits
- Customer Relations
- Series 6
- Insurance
- Portfolio Management
- Alternative Investments
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