Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claiborne? Claim Your ProfileClaiborne Barksdale Morton is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Claiborne has been in the financial industry since 1993 and has held previous positions at NRP Financial, Inc., Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Titan/Value Equities Group, Inc., Dean Witter Reynolds Inc., Prudential Securities Incorporated, Smith Barney Shearson Inc., and Lehman Brothers Inc. Claiborne is also the President of Team SCM Advisors, Inc. and Direct 401k, LLC, both of which are support companies. Claiborne is a registered investment advisor in Alabama, Florida, Illinois, Louisiana, New York, Texas, and Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
04/14/2009 - Present
Raymond James Financial Services Advisors, Inc. (MIRAMAR BEACH FL)
FL
12/04/2007 - 01/16/2009
NRP FINANCIAL, INC. (DESTIN FL)
FL
01/04/1999 - 12/06/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (DESTIN FL)
FL
06/03/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CA
09/08/1997 - 06/12/1998
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NY
02/02/1997 - 09/12/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/20/1993 - 10/05/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 09/10/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
09/20/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/16/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1991
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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