CB
Claudiu Barbos
Director Of Investments & Trading at Ashton Thomas Private Wealth
View Claudiu's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Jun 2021 - Present · 3 years and 6 months
Director Of Investments & Trading
Feb 2022 - Present · 2 years and 10 months
Director Of Fixed Income / Portfolio Manager
Jun 2021 - Present · 3 years and 6 months
Real Estate Agent
Sep 2002 - Present · 22 years and 3 months
Company Details
Ashton Thomas Private Wealth is a diversified financial advisory firm committed to a culture of excellence, integrity, and respect in every aspect of its business. Its advisors serve foundations, business entities, and affluent individuals and families through fee-based financial planning and investment portfolio management, retirement plan consulting, and related financial education programs. The firm also strives to remain at the forefront of technological innovation and thought leadership within the financial services industry. The firm is headquartered in Scottsdale, Arizona. Investment Advisory services are offered through Ashton Thomas Private Wealth, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Certain appropriately licensed individuals are registered to offer securities through M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member of FINRA and SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are offered through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas are separate and distinct, differing in material ways, and are governed by different laws and separate contracts. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Check the background of the investment firm on https://adviserinfo.sec.gov/.
Year Founded
2010
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
15279 N Scottsdale Road Suite B2-215, Kierland Commons Scottsdale, AZ 85254, US
Keywords
Registered Investment AdvisorWealth ManagementFinancial PlanningFinancial AdvisorEstate PlanningTrustsFoundationsHigh Net WorthPortfolio ManagementInvestments
Discover More About Cleveland Clinic

Find verified contacts of Claudiu Barbos in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.