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Claiborne Barksdale Morton

DIRECT 401K, LLC·MIRAMAR BEACH, Florida
Clean recordDIRECT 401K, LLC
495 GRAND BLVD, STE 206, MIRAMAR BEACH, FL 32550CRD# 2172385Firm CRD# 173939

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Claiborne Barksdale Morton · MIRAMAR BEACH, FL
Registration
CRD #2172385 · DIRECT 401K, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Claiborne Barksdale Morton is a registered financial advisor based in MIRAMAR BEACH, Florida, affiliated with DIRECT 401K, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
DIRECT 401K, LLC
DIRECT 401K
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DIRECT 401K, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2172385
Firm CRD# 173939
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Claiborne Barksdale Morton offer?
Claiborne Barksdale Morton specializes in Fee-Only Advisory. Contact their office in MIRAMAR BEACH, Florida for a consultation.
What are Claiborne Barksdale Morton's credentials?
Claiborne Barksdale Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Claiborne Barksdale Morton located?
Claiborne Barksdale Morton is based in MIRAMAR BEACH, Florida, working with DIRECT 401K, LLC. Their office serves clients in the MIRAMAR BEACH metropolitan area and surrounding communities.
How does Claiborne Barksdale Morton charge for services?
Claiborne Barksdale Morton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIRECT 401K, LLC?
DIRECT 401K, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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MIRAMAR BEACH, FL
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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