Kathryn Barton has been an investment adviser representative at Latitude Advisors since January 2010, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
Kathryn Barton’s longest registration is the current one, 16 years at Latitude Advisors since 2010. Before joining Latitude Advisors in 2010, Kathryn Barton was registered through Medallion Advisory Services, LLC.
- Latitude Advisors, LLCCurrent– present · 16 yearsVero Beach, FL · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 7 yearsVero Beach, FL · Adviser representative · Firm CRD 113788
Investment adviser representative registrations
Kathryn Barton is registered as an investment adviser representative in Florida, since January 2010.
- FloridaSince 14 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 January 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kathryn F. Barton
- CRD
- 4314762
- Firm
- Latitude Advisors · CRD 151001
- Office
- 570 Beachland Blvd, Vero Beach, FL 32963
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Kathryn Barton work?
Kathryn Barton is an investment adviser representative registered through Latitude Advisors, LLC since January 2010, and is not listed among the firm’s executive officers or direct owners.
Is Kathryn Barton a financial advisor?
Yes. Kathryn Barton has a current investment-adviser registration in Florida, through Latitude Advisors since January 2010.
How many years of experience does Kathryn Barton have?
Kathryn Barton has 24 years in the financial industry, since January 2002, across 2 adviser firms.
What exams has Kathryn Barton passed?
Kathryn Barton has passed 2 licensing exams: the Series 65 and Series 6. The earliest, the Series 65, was passed in December 1999. FINRA credited Kathryn Barton with the SIE, which began in October 2018.
Where did Kathryn Barton work before Latitude Advisors?
Before Latitude Advisors, Kathryn Barton was registered through Medallion Advisory Services, LLC, January 2002 to December 2009.
Where is Kathryn Barton based?
Kathryn Barton’s registered office is in Vero Beach, FL.
Is Kathryn Barton registered with FINRA?
No. Kathryn Barton has no current broker registration.
How can I verify Kathryn Barton’s record?
Search CRD 4314762 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathryn Barton’s full registration record.