Terence Morton (CRD# 4448218) is an Investment Advisor Representative working at Your Choice Financial LLC in Saint Cloud, FL and has over 22 years of experience in the finance industry.
CRD# 5855622
Financial Harvest Wealth Advisors
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Your Choice Financial LLC | Milwaukee, WI | Feb 2023 - Current | 1 |
| Terry Morton, Voice Over Aritst | Milwaukee, WI | Jul 2022 - Current | 1 |
| Terry Morton Wealth Advisors LLC | Milwaukee, WI | Mar 2021 - Current | 3 |
| Redwood Private Wealth LLC | Phoenix, AZ | Jul 2022 - Feb 2023 | < 1 |
| Redwood Private Wealth | Milwaukee, WI | Jul 2022 - Feb 2023 | < 1 |
| Horter Investment Management | Cincinnati, OH | Dec 2019 - Jul 2022 | 2 |
| Horter Investments | Chicago, IL | Dec 2019 - Jul 2022 | 2 |
| Oppenheimer & Company Inc. | Chicago, IL | Jun 2018 - Nov 2019 | 1 |
| Wells Fargo Advisors | Chicago, IL | Dec 2017 - Jun 2018 | < 1 |
| Wells Fargo Advisors | Evanston, IL | Dec 2017 - May 2018 | < 1 |
| Bmo Harris Financial Advisors | Chicago, IL | Mar 2006 - Oct 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
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Total Assets Under Management41MILLIONS
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Total Number of Accounts119ACCOUNTS
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Average Account Value$344,853
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, FL, NV, NY, TX, WI
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