Michael Morton (CRD# 704122) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Canon City, CO and has over 44 years of experience in the finance industry.
CRD# 2322384
Hightower Advisors, LLC
CRD# 2589236
Raymond James Financial Services Advisors, Inc.
CRD# 4027571
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors LLC | Canon City, CO | Nov 2023 - Current | < 1 |
| Maverick Wealth Advisors | Canon City, CO | Nov 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Canon City, CO | Jan 2009 - Nov 2023 | 14 |
| Raymond James Financial Services | Canon City, CO | Jun 2003 - Nov 2023 | 20 |
| Canon City Financial Services | Canon City, CO | Jun 2003 - Nov 2023 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1980 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
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