Bart has been in the business of service and financial accessibility for nearly forty years, building client portfolios and forging personal relationships since 1987. He is a second generation Registered Representative, offering securities and advisory services through LPL Financial, a registered investment advisor service, and Member of FINRA/SIPC. His career began in Sacramento, CA working for Payne Webber, later acquired by Swiss Bank UBS Financial Services, and now independently through LPL Financial, offering a whole array of financial products to suit every investor.
Bart has enjoyed international travels and has gained new and improving business knowledge while abroad. He brings his broadened perspective back to his home office and instills this knowledge into his three children.