George Morton is a registered investment advisor, based in Dallas, TX, with 23 years of industry experience.
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
Get directionsHistory
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
George is an agent for Level Four Insurance Services, LLC, spending about 10-20% of his time on non-variable insurance. He also works nearly full-time as a registered investment advisor for Level Four Advisory Services LLC and dedicates about 10-20% of his time to Level Four Capital Management, LLC. Finally, George is the COO and income partner at CRI CPA, dedicating about a quarter of his time.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Financial, LLC
Level Four Capital Management
Level Four Advisory Services
Previous Registrations
Harbor Financial Services, LLC
LPL Financial LLCBroker
LPL Financial LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.