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David Kalani Morton

HERITAGE FINANCIAL LLC·GAINESVILLE, Virginia
Unclaimed Profile
7001 HERITAGE VILLAGE PLAZA, GAINESVILLE, VA 20155CRD# 4912079Firm CRD# 285149
01

About

David Kalani Morton is a registered financial advisor based in GAINESVILLE, Virginia, affiliated with HERITAGE FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
HERITAGE FINANCIAL, LLC
HERITAGE FINANCIAL LLC
AUM
$281M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at HERITAGE FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4912079
Firm CRD# 285149
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Kalani Morton offer?
David Kalani Morton specializes in Financial Planning, Investment Management. Contact their office in GAINESVILLE, Virginia for a consultation.
What are David Kalani Morton's credentials?
David Kalani Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Kalani Morton located?
David Kalani Morton is based in GAINESVILLE, Virginia, working with HERITAGE FINANCIAL LLC. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.
How does David Kalani Morton charge for services?
David Kalani Morton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERITAGE FINANCIAL LLC?
HERITAGE FINANCIAL LLC has approximately 8 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GAINESVILLE
Paul Matthew White — INDEPENDENT FINANCIAL PLANNING, INC.Mark Grisham Cooke — HERITAGE FINANCIAL LLCElizabeth Lannon Clark — HERITAGE FINANCIAL LLCJames Robert Moon — HERITAGE FINANCIAL LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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