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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Morton is an Investment Advisor Representative registered with Cambridge Investment Research Advisors, Inc. Paul is a financial advisor with over 15 years of experience in the financial services industry. Paul is a Certified Financial Planner and a Chartered Financial Consultant. Paul is a member of the Leukemia & Lymphoma Society and the Oklahoma County Medical Society. Paul has been registered with the state of Oklahoma since 2007. Paul has a strong track record of providing financial advice and investment management services to individuals and families. Paul is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OK
08/01/2018 - Present
Cambridge Investment Research Advisors, Inc. (Edmond OK)
OK
09/26/2007 - 08/03/2018
PARK AVENUE SECURITIES LLC (EDMOND OK)
IA
Issued 10/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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