Shawn Morton (CRD# 4062156) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 24 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Bellingham, WA | Jul 2021 - Current | 2 |
| Shawn B Morton, Inc. | Bellingham, WA | Oct 2020 - Current | 3 |
| Happy Renter LLC | Ferndale, WA | May 2020 - Current | 4 |
| National Christian Forensics & Communication Association | Orland Park, IL | Dec 2019 - Current | 4 |
| Christ Church Bellingham | Bellingham, WA | Feb 2018 - Current | 6 |
| Epic Speech And Debate Club | Bellingham, WA | Jul 2017 - Current | 6 |
| Waddell & Reed, Inc. | Bellingham, WA | Mar 2010 - Jul 2021 | 11 |
| Various Insurance Carriers For W&r Insurance Agencies | Ferndale, WA | Mar 2010 - Jul 2021 | 11 |
| Trail Life Usa | Orlando, FL | Mar 2014 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- TX
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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