Laura Morton (CRD# 6786025) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 4815526
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cx Institutional | Auburn, IN | Nov 2021 - Current | 2 |
| Personal Wealth Partners, LLC | Bloomington, MN | Apr 2022 - Oct 2022 | < 1 |
| Infinex Financial Group | Meriden, CT | Jun 2021 - Nov 2021 | < 1 |
| Flagstar | Lagrange, IN | Mar 2021 - Nov 2021 | < 1 |
| Nylife Securities LLC | Fort Wayne, IN | Jul 2017 - Nov 2021 | 4 |
| New York Life Insurance Company | Fort Wayne, IN | Apr 2017 - Nov 2021 | 4 |
| Logans Roadhouse | Fort Wayne, IN | Apr 2014 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- IN
- TX
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Total Assets Under Management2,387MILLIONS
-
Total Number of Accounts8,548ACCOUNTS
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Average Account Value$279,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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