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Trevor Morton

D.a. Davidson & Co.

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About Trevor Morton

Trevor Morton is a financial advisor at D.A. Davidson & Co., a well-established firm serving a diverse range of clients. Trevor has over 10 years of experience in the financial services industry and holds the Series 66, Series 7TO, and SIE licenses. He is also a Certified Financial Planner™. Trevor specializes in providing financial planning, portfolio management, and investment advisory services for individuals, businesses, and charitable organizations. Trevor's focus is on building long-term relationships with clients, providing them with personalized advice and strategies to help them achieve their financial goals.

Firm Information

Trevor Morton is currently registered with D.a. Davidson & Co.. D.A. Davidson & Co. is a corporation that was formed in May 1935, and has its main office located in GREAT FALLS, Montana. They offer a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. They also provide selection of other advisors and manage portfolios for investment companies and pooled investment vehicles. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. Their regulatory assets under management total $36,175,333,459.
D.a. Davidson & Co.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401

$36.18B

Assets Under Management

1,000

Total Clients

1,002

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Trevor Morton’s Registration & Firm History

MT

11/10/2021 - Present

D.a. Davidson & Co. (HAMILTON MT)

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Licenses & Designations

BOTH

Issued 07/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Trevor Morton.
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