Kathleen Morton
Kathleen Morton is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Geneva, IL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
524 W. State St., Suite F, Geneva, IL, 60134
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2019Other Business Activities
Kathleen is a 50% owner and secretary of Morton Private Wealth Strategies, Inc, and a partner in Morton Properties, LLC, which rents a building to her DBA. She also signed up as a preferred customer/consultant with Norwex to receive product discounts and may earn some commissions, dedicating minimal time to these activities.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
First Investors Advisory Services, LLC
First Investors CorporationBroker
State Registrations22 states
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