Dennis Morton, financial advisor Allentown PA

Dennis Morton

CRD Number: 5056676
Current Firm: Morton Brown Family Wealth LLC

Dennis Morton (CRD# 5056676) is an Investment Advisor Representative working at Morton Brown Family Wealth LLC in Allentown, PA and has over 18 years of experience in the finance industry. Dennis Morton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Morton Brown Family Wealth LLC Allentown, PA Apr 2018 - Current 5
Corbenic Partners, LLC Bethlehem, PA Mar 2008 - Apr 2018 10
Purshe Kaplan Sterling Investments, Inc. Albany, NY Sep 2011 - Dec 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Dennis C. Morton
Phone Number: 610-709-5072
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    318
    MILLIONS
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $417,195
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MD, NE, NJ, PA, TX

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