John Morton (CRD# 6580382) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Mount Sterling, KY and has over 7 years of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 4395662
Van Leeuwen Retirement & Investment Services
CRD# 5302172
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keystone Financial Group, LLC | Mt Sterling, KY | Jul 2017 - Current | 6 |
| Lpl Financial, LLC | Mt Sterling, KY | Jun 2017 - Current | 6 |
| Thrivent Financial | Appleton, WI | Jun 2016 - Jun 2017 | 1 |
| Thrivent Investment Management Inc. | Lexington, KY | Nov 2015 - Jun 2017 | 1 |
| Thrivent Financial | Appleton, WI | Mar 2016 - Jun 2016 | < 1 |
| Kentucky Petroleum Supply | Mt. Sterling, KY | Jun 2005 - Mar 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- KY
-
Total Assets Under Management1,510MILLIONS
-
Total Number of Accounts5,260ACCOUNTS
-
Average Account Value$287,020
- 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
- Educational seminars/workshops
AL, CA, FL, GA, IL, IN, KS, KY, LA, MD, NC, NJ, OH, SC, TN, TX, VA, VI, WA, WV
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