Anthony Morton
Anthony Morton is a registered investment advisor at LPL Financial LLC, based in Tyler, TX, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3310 S Broadway Ave Ste 202, Tyler, TX, 75701
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2010Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Anthony operates under the DBA Morton Financial Strategies for his LPL business since 2021. He also engages in tax preparation/accounting/CPA services and sells property and casualty insurance, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Investment Professionals, INC.Broker
Dreyfus Service CorporationBroker
Intersecurities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Banc One Securities CorporationBroker
Wells Fargo Securities INC.Broker
Ba Investment Services, INC.Broker
Wells Fargo Securities INC.Broker
Ba Investment Services, INC.Broker
Invest Financial CorporationBroker
H. C. Copeland and Associates Equities, INC.Broker
Lincoln Investment Planning, INC.Broker
State Registrations8 states
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.