Kathleen Morton, financial advisor Geneva IL
96 score

Kathleen Morton

CRD Number: 1386970
Current Firm: Raymond James Financial Services Advisors, Inc.

Kathleen Morton (CRD# 1386970) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Geneva, IL and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Isagenix International, LLC Sugar Grove, IL Nov 2015 - Current 1
Kathleen Morton Geneva, IL Mar 2015 - Current 1
Raymond James Financial Services, Inc. Geneva, IL Oct 2012 - Current 4
Raymond James Financial Services Advisors Inc. Geneva, IL Oct 2012 - Current 4
Melaleuca Sugar Grove, IL Sep 1993 - Current 23
First Investors Advisory Services, LLC Lombard, IL Aug 2012 - Sep 2012 < 1
First Investors Corporation Lombard, IL Apr 1985 - Sep 2012 27
Usana Salt Lake City, UT Aug 2006 - Jul 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
Contact Info for Kathleen M. Morton
Phone Number: 727-567-5877
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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