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Terence Neal Morton

Your Choice Financial LLC

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About Terence Neal Morton

Terence Morton is an investment advisor representative with Your Choice Financial LLC, a firm based in Milwaukee, WI. Terence has a wealth of experience in the financial industry, having previously worked at Oppenheimer & Co. Inc., Wells Fargo Clearing Services, LLC, BMO Harris Financial Advisors, Inc., and other firms. Terence offers a range of financial planning and portfolio management services to individuals and corporations. He is committed to providing personalized service and helping clients achieve their financial goals.

Firm Information

Terence Morton is currently registered with Your Choice Financial LLC. Your Choice Financial LLC is a financial advisory firm that manages approximately $41.04 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses. They have 8 licensed agents and investment adviser representatives who serve 71 clients, primarily individuals other than high-net-worth.

$41.04M

Assets Under Management

Not reported

Total Clients

8

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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Terence Morton’s Registration & Firm History

WI

01/06/2024 - Present

Your Choice Financial LLC (Milwaukee WI)

IL

06/19/2018 - 11/22/2019

OPPENHEIMER & CO. INC. (CHICAGO IL)

IL

12/01/2017 - 06/13/2018

WELLS FARGO CLEARING SERVICES, LLC (EVANSTON IL)

IL

03/13/2006 - 11/21/2017

BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)

MA

09/12/2003 - 04/22/2004

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

OH

01/29/2003 - 10/03/2003

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

NJ

05/01/2002 - 01/15/2003

HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)

WA

01/03/2002 - 05/01/2002

HARRIS INVESTORLINE INC. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 04/02/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terence Neal Morton.
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