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William Read Morton

MBL WEALTH, LLC·CHARLOTTE, North Carolina
Unclaimed Profile
301 S. MCDOWELL STREET, CHARLOTTE, NC 28204CRD# 6196579Firm CRD# 305176
01

About

William Read Morton is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with MBL WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MBL WEALTH, LLC
MBL ADVISORS
AUM
$946M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at MBL WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6196579
Firm CRD# 305176
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Read Morton offer?
William Read Morton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are William Read Morton's credentials?
William Read Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Read Morton located?
William Read Morton is based in CHARLOTTE, North Carolina, working with MBL WEALTH, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does William Read Morton charge for services?
William Read Morton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MBL WEALTH, LLC?
MBL WEALTH, LLC has approximately 10 employees and manages $946M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MBL WEALTH, LLC

Luther Amos Lockwood
CHARLOTTE, NC
Jonathan Warner Dry
CHARLOTTE, NC
Stephen Michael Marciniak
CHARLOTTE, NC
Brian Joseph Gift
CHARLOTTE, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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