Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Morton is a financial advisor with LPL Financial LLC. Anthony has been in the financial services industry since 1991. Anthony works with individuals, families, and businesses to help them achieve their financial goals. Anthony is a registered representative with LPL Financial LLC. Anthony is also registered with the state of Texas as an investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
03/17/2021 - Present
LPL Financial LLC (TYLER TX)
TX
12/16/2016 - 03/19/2021
AMERIPRISE FINANCIAL SERVICES, LLC (TYLER TX)
TX
06/26/2008 - 12/16/2016
INVESTMENT CENTERS OF AMERICA, INC. (WHITEHOUSE TX)
TX
02/12/2002 - 04/01/2008
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
11/05/2001 - 02/12/2002
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NY
03/15/2001 - 11/08/2001
DREYFUS SERVICE CORPORATION (NEW YORK NY)
FL
10/01/1999 - 03/20/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
11/25/1998 - 06/21/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IL
07/28/1998 - 09/25/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
01/21/1998 - 07/01/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
09/24/1997 - 12/15/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
01/10/1997 - 08/28/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
02/02/1993 - 01/01/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WI
07/30/1991 - 02/08/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
02/05/1991 - 07/23/1991
H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)
PA
10/03/1990 - 02/22/1991
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
IA
Issued 02/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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