James Morton, financial advisor Kirksville MO

James Morton

CRD Number: 1684747
Current Firm: Usadvisors Wealth Management, LLC

James Morton (CRD# 1684747) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Kirksville, MO and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Usadvisors Wealth Management, LLC Kirksville, MO Nov 2014 - Current 9
Securities America, Inc. Kirksville, MO May 2008 - Current 15
Alliant Bank Kirksville, MO May 2008 - Jan 2017 8
Everbank Kirksville, MO Mar 2009 - Jun 2015 6
Securities America Advisors, Inc. Kirksville, MO May 2008 - Nov 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
Contact Info for James R. Morton
Phone Number: 952-829-0000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    425
    MILLIONS
  • Total Number of Accounts
    2,138
    ACCOUNTS
  • Average Account Value
    $198,723
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AK, AZ, CA, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SD, TN, TX, VA, WA, WI

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