Trevor Morton is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Hamilton, MT, with 4 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1711 North First Street, Hamilton, MT, 59840
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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.
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Trevor is a sole proprietor who buys, sells, and collects sports trading memorabilia. He spends a few hours per week on this activity, and none of this time is during securities trading hours.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations35 states
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