Bobby Morton
Bobby Morton is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 9 years of industry experience. Bobby is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
15245 Shady Grove Rd Suite 240, Rockville, MD, 20850
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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 →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Nylife Securities LLCBroker
Mariner Wealth
Cresset Asset Management, LLC
Berman Capital Advisors, LLC
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Icma-Rc Services, LLCBroker
State Registrations2 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.
Exams
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