Raymond Morton, financial advisor Beckley WV
93 score

Raymond Morton

CRD Number: 1332244
Current Firm: Ameriprise Financial Services, Inc.

Raymond Morton (CRD# 1332244) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Beckley, WV and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
#ia American Express Financial Advisors Roanoke, VA Feb 1985 - Current 31
Ids Life Insurance Company Minneapolis, MN Dec 1984 - Current 32
American Express Financial Advisors Inc. Roanoke, VA Dec 1984 - Current 32
Unemployed Berkeley, WV Jun 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Dec 1994
Contact Info for Raymond J. Morton
Phone Number: 612-671-3131
Registered State(s):
  • TX
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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