Laura
Morton
Cx Institutional, LLC
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About this Advisor
Laura Morton is a financial advisor based in Auburn, Indiana, working with Cx Institutional, LLC. Laura has previously held positions at New York Life Insurance Co, Nylife Securities LLC, Logans Roadhouse, Flagstar, Infinex Financial Group, Cx Institutional, and Personal Wealth Partners, LLC. Laura has passed the Series 65 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Laura is part of Cx Institutional, LLC, which operates out of Auburn, Indiana. The firm has 8 offices and 85 employees. The firm manages assets totaling $2.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Cx Institutional, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cx Institutional, LLC Brokerage Details
$2,386,979,619
85
8,548
$279,244
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Laura Morton Work History
Cx Institutional
Personal Wealth Partners, LLC
Flagstar
Infinex Financial Group
New York Life Insurance Co
Nylife Securities LLC
Logans Roadhouse
Disclosures
Please visit the SEC profile of Laura 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 Cx Institutional, LLC
Minneapolis, MN
Plano, TX
Auburn, IN
Oklahoma City, OK
River Falls, WI
Auburn, IN
Plano, TX
Auburn, IN
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