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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Morton is a financial advisor with Concurrent Investment Advisors, LLC, where Sean provides financial planning, pension consulting, and portfolio management services to individual and institutional clients. Sean has experience working with high net worth individuals, corporations, and pension and profit-sharing plans. Sean is licensed in Colorado and Texas. Sean has over 12 years of experience in the financial services industry.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
02/02/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
CO
04/18/2011 - 11/15/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (CANON CITY CO)
CO
01/18/2011 - 04/25/2011
WADDELL & REED, INC. (COLORADO SPRINGS CO)
CO
01/01/2010 - 06/07/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 01/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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