Douglas Morton (CRD# 4586522) is an Investment Advisor Representative working at Savant Wealth Management in Lincolnshire, IL and has over 21 years of experience in the finance industry. Douglas Morton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Savant Wealth Management | Rockford, IL | Jul 2020 - Current | 3 |
| Savant Capital Management | Rockford, IL | Feb 2020 - Jul 2020 | < 1 |
| Huber Financial Advisors, LLC | Lincolnshire, IL | Jan 2017 - Apr 2020 | 3 |
| Unemployed | Hawthorn Woods, IL | Nov 2016 - Dec 2016 | < 1 |
| United Capital Advisers, LLC | Northbrook, IL | Sep 2008 - Nov 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2002 |
- IL
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Total Assets Under Management24,398MILLIONS
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Total Number of Accounts16,294ACCOUNTS
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Average Account Value$1,497,331
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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