Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Hendrie Morton is a financial advisor with Captrust. Steven has been a registered representative for over 30 years and has experience working with a wide variety of clients, including high-net-worth individuals, families, trusts, estates, and corporations. Steven is committed to providing his clients with personalized financial advice and investment management services. Steven has also held various leadership roles in the industry and is a member of several professional organizations. Steven’s previous firms include Cambridge Investment Research, Inc., WS Griffith Securities, Inc., Home Life Insurance Company, W. S. Griffith & Co., Inc., Sentra Securities Corporation, G & H Securities, Inc., and Hanifen, Imhoff Inc. Inc. Steven’s specializations include retirement planning, college savings, estate planning, insurance planning, and investment management. Steven has an active role in the community and is dedicated to giving back.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
06/13/2019 - Present
Captrust (GREENSBORO NC)
NC
04/20/2004 - 04/16/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (GREENSBORO NC)
CT
08/11/1986 - 05/03/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
08/11/1986 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
07/10/1986 - 08/01/1986
W. S. GRIFFITH & CO., INC.
NA
10/26/1982 - 07/21/1986
SENTRA SECURITIES CORPORATION
NA
06/17/1982 - 09/16/1982
G & H SECURITIES, INC.
NA
12/11/1981 - 01/15/1982
HANIFEN, IMHOFF INC. INC.
BC
Issued 02/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1982
Series 24 - General Securities Principal Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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