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David Kalani Morton

Heritage Financial LLC

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About David Kalani Morton

David Morton is a financial advisor with over 15 years of experience in the industry. David has held various positions at firms like H. Beck, Inc. and The Strategic Financial Alliance, Inc., working with a diverse range of clients. David is currently registered with Heritage Financial LLC, a firm dedicated to providing comprehensive financial planning and investment management services.

Firm Information

David Morton is currently registered with Heritage Financial LLC. Heritage Financial LLC is a registered investment advisor located in Gainesville, VA. They provide financial planning and portfolio management services to individuals and families. The firm manages approximately $280 million in assets for clients. Their client base includes individuals, charitable organizations, and pension and profit-sharing plans.
Heritage Financial LLC

7001 HERITAGE VILLAGE PLAZA

GAINESVILLE, VA 20155

$280.61M

Assets Under Management

2

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Morton’s Registration & Firm History

VA

10/20/2016 - Present

Heritage Financial LLC (GAINESVILLE VA)

VA

01/20/2011 - 12/31/2017

THE STRATEGIC FINANCIAL ALLIANCE, INC. (GAINESVILLE VA)

VA

01/02/2009 - 01/20/2011

H. BECK, INC. (GAINESVILLE VA)

VA

03/07/2005 - 01/07/2009

MML INVESTORS SERVICES, INC. (VIENNA VA)

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Licenses & Designations

IA

Issued 07/15/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2012

Series 7 - General Securities Representative Examination

BC

Issued 03/03/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Kalani Morton.
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