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Robert Lee Barton II

Investment Adviser Representative at CREATIVEONE WEALTH, LLC

Wake Forest, NCCRD #6455110Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
1 states
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
North Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/13/2017
Series 66
Uniform Combined State Law Examination
Passed 6/30/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Creativeone Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREATIVEONE WEALTH, LLCCurrent
2/17/2021 – Wake Forest, NC
THE INSTITUTE
5/10/2019 – 3/4/2021Raleigh, NC
INSTITUTE FOR WEALTH ADVISORS, INC.
1/16/2018 – 4/30/2019Raleigh, NC

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View CREATIVEONE WEALTH, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Lee Barton II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.