Thomas Morton, financial advisor Pineville NC

Thomas Morton

CRD Number: 3035830
Current Firm: State Farm Investment Management Corp.

Thomas Morton (CRD# 3035830) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pineville, NC and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Pineville, NC Mar 2021 - Current 3
State Farm Vp Management Corp Pineville, NC Jan 2021 - Current 3
Darin Morton Insurance Agency Pineville, NC Nov 2007 - Current 16
Darin Morton Insurance Agency Pineville, NC Mar 1993 - Current 31
State Farm Investment Management Corp. Pineville, NC Aug 2018 - Feb 2019 < 1
State Farm Vp Management Corp Pineville, NC Nov 2007 - Feb 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
Contact Info for Thomas D. Morton
Phone Number: 800-447-0740
Registered State(s):
  • NC
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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