Weldon MortonCRD Number: 6200320
Current Firm: Lbj Family Wealth Advisors, Ltd.
Weldon Morton (CRD# 6200320) is an Investment Advisor Representative working at Lbj Family Wealth Advisors, Ltd. in Georgetown, TX and has 1 year of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Retired||Austin, TX||Jan 2008 - Current||9|
|Texas Capital Bancshares||Austin, TX||Aug 2004 - Dec 2007||3|
Total Assets Under Management276MILLIONS
Total Number of Accounts67ACCOUNTS
Average Account Value$4,116,418
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)