Joanne Morton is a CFP-designated registered investment advisor, based in Waterford, CT, with 30 years of industry experience.
Location
19 Twin Lakes Dr., Waterford, CT, 06385
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Regulatory History
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
Joanne owns and manages a two-family rental property, dedicating minimal time to it. She also acts as her husband's Power of Attorney, handling his medical care, finances, investments, and taxes. Joanne also offers equity indexed annuities to clients when suitable, and prepares taxes as a sole proprietor.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations12 states
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