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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Brent Morton is a registered investment advisor representative with Level Four Advisory Services. George Brent Morton has been in the financial services industry since 2002. George Brent Morton has passed the Series 66, Series 31 and Series 7 exams. George Brent Morton has experience with Level Four Advisory Services and Level Four Capital Management, among others. George Brent Morton specializes in working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth. George Brent Morton provides financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
07/03/2013 - Present
Level Four Advisory Services (DALLAS TX)
TX
07/01/2013 - 12/09/2020
LPL FINANCIAL LLC (DALLAS TX)
TX
02/24/2007 - 07/01/2013
FIRST FINANCIAL EQUITY CORPORATION (DALLAS TX)
TX
04/17/2002 - 02/27/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
BOTH
Issued 04/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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