Dana
Morton
Lpl Financial LLC
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About this Advisor
Dana Morton is a financial advisor based in Rohnert Park, California, working with Lpl Financial LLC. Dana has previously held positions at The Morton Capital Group and Lpl Financial, LLC (formerly Linsco/Private Ledger Corp.). Dana has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Dana is part of Lpl Financial LLC, which operates out of Rohnert Park, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Dana Morton Work History
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
The Morton Capital Group
Disclosures
Please visit the SEC profile of Dana Morton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
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Cohasset, MA
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Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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