Kathleen Morton (CRD# 1386970) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Geneva, IL and has over 38 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morton Properties, LLC | Sugar Grove, IL | May 2021 - Current | 2 |
| Morton Private Wealth Strategies, Inc. | Sugar Grove, IL | Jul 2013 - Current | 10 |
| Raymond James Financial Services, Inc. | Geneva, IL | Oct 2012 - Current | 11 |
| Raymond James Financial Services Advisors Inc. | Geneva, IL | Oct 2012 - Current | 11 |
| Melaleuca | Sugar Grove, IL | Sep 1993 - Current | 30 |
| Kathleen Morton | Geneva, IL | Mar 2015 - Nov 2018 | 3 |
| Isagenix International, LLC | Sugar Grove, IL | Nov 2015 - Sep 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
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- IL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
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