Mickey Morton, financial advisor Thomasville NC

Mickey Morton

CRD Number: 3089359
Current Firm: Truist Advisory Services, Inc.

Mickey Morton (CRD# 3089359) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Thomasville, NC and has over 25 years of experience in the finance industry. Mickey 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.

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Professional Designations
Company Name Location Dates Years
Truist Advisory Services, Inc. Atlanta, GA Mar 2021 - Current 3
Truist Investment Services, Inc. Liberty, NC Feb 2021 - Current 3
Bb&t Securities, LLC Simpsonville, SC Jan 2018 - Feb 2021 3
Bbtis Liberty, NC Dec 2017 - Jan 2018 < 1
Wells Fargo Clearing Services, LLC Durham, NC Apr 2017 - Dec 2017 < 1
Bbtis Asheboro, NC Nov 2016 - Apr 2017 < 1
Wells Fargo Advisors LLC Burlington, NC Apr 2014 - Oct 2016 2
Fidelity Brokerage Services, Inc. Cincinnati, OH May 1998 - Apr 2014 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Apr 2006
Contact Info for Mickey M. Morton
Phone Number: 404-813-7713
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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, VI, VT, WA, WI, WV, WY

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