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Michael Gene Morton

Concurrent Investment Advisors, LLC

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About Michael Gene Morton

Michael Morton is a financial advisor in Canon City, CO with over 40 years of experience in the financial services industry. Michael currently works at Concurrent Investment Advisors, LLC. Michael has a strong background in portfolio management, financial planning, and pension consulting. Michael has a long history of serving individuals, corporations, and pension plans. Michael holds the Series 7, Series 10, Series 9, Series 63, and Series 66 licenses. Michael is registered with the state of Colorado as an investment advisor representative.

Firm Information

Michael Morton is currently registered with Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, pension and profit-sharing plans, and other entities. Concurrent Investment Advisors offers a variety of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. The firm also participates in wrap fee programs.
Concurrent Investment Advisors, LLC

100 S. ASHLEY DRIVE

TAMPA, FL 33602

$6.26B

Assets Under Management

Not reported

Total Clients

150

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Michael Morton’s Registration & Firm History

CO

11/13/2023 - Present

Concurrent Investment Advisors, LLC (Canon City CO)

CO

06/27/2003 - 11/15/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (CANON CITY CO)

MO

01/19/1980 - 06/30/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 04/04/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/11/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/25/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Michael Gene Morton. Review regulatory record here.
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