Trenton Morton
Trenton Morton is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Kirkland, WA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3500 Carillon Pt., Kirkland, WA, 98033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Morton Clarke INC
Morton Clarke INC.Broker
Bear, Stearns & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morton Clarke Fu & Metcalf INC.Broker
State Registrations18 states
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