Kyle MortonCRD Number: 7435475
Current Firm: Wells Fargo Advisors Financial Network, LLC
Kyle Morton (CRD# 7435475) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Bethesda, MD and has 1 year of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Wells Fargo Advisors Financial Network, LLC||Bethesda, MD||Sep 2021 - Current||< 1|
|Unemployed||Davidsonville, MD||Jan 2021 - Aug 2021||< 1|
|Port Annapolis Marina||Annapolis, MD||Jun 2020 - Dec 2020||< 1|
|Bucknell University||Lewisburg, PA||Aug 2019 - May 2020||< 1|
|Port Annapolis Marina||Annapolis, MD||Jun 2019 - Aug 2019||< 1|
|Bucknell University||Lewisburg, PA||Aug 2018 - May 2019||< 1|
|Unemployed||Davidsonville, MD||Jun 2018 - Aug 2018||< 1|
|Bucknell University||Lewisburg, PA||Aug 2017 - May 2018||< 1|
|Port Annapolis Marina||Annapolis, MD||Jun 2017 - Aug 2017||< 1|
|Bucknell University||Lewisburg, PA||Aug 2016 - May 2017||< 1|
|Unemployed||Davidsonville, MD||Jun 2016 - Aug 2016||< 1|
|Port Annapolis Marina||Annapolis, MD||Aug 2015 - May 2016||< 1|
|Archbishop Spalding High School||Severn, MD||Sep 2012 - May 2016||3|
|School Of The Incarnation||Gambrills, MD||Sep 2010 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management102,527MILLIONS
Total Number of Accounts222,705ACCOUNTS
Average Account Value$460,369
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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