Claiborne Morton
Claiborne Morton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Miramar Beach, FL, with 33 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
495 Grand Boulevard, Suite 206, Miramar Beach, FL, 32550
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Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Claiborne is an owner of Corporate Advisors Group, LLC, a branch DBA, and the officer/president of Team SCM Advisors, Inc., a support, consulting, and fintech entity. Claiborne also owns Direct 401k, LLC, a fintech firm (taking about half of Claiborne's time), and is the acting trustee for the Michael J Morton Irrevocable Trust (minimal time).
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Fiduciaryplanreview
Raymond James Financial Services
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Titan/value Equities Group, INC.Broker
Dean Witter Reynolds INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
State Registrations7 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.