Derrick Morton is a registered investment advisor, based in Edmond, OK, with 38 years of industry experience.
Location
501 E. 15th, Suite 200-B, Edmond, OK, 73013
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Derrick is an advisory representative of a RIA and an independent insurance agent for various independent insurance companies. These activities take about 35 hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2018 - Present · 8 yrs 1 mo
Cambridge Investment Research, INC.Broker
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
Park Avenue Securities LLC
October 2005 - August 2018 · 12 yrs 10 mos
Park Avenue Securities LLCBroker
January 2003 - August 2018 · 15 yrs 7 mos
Nylife Securities INC.Broker
November 1987 - January 2003 · 15 yrs 2 mos
State Registrations7 states
ARCOKSMOOKORTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.