Tim Morton Email & Phone Number

Chief Executive Officer @ Westland Financial Services Inc

5 free lookup(s).

Tim Morton Location

San Diego, CA, US

Tim Morton Work

2007 - now Chief Executive Officer @ Westland Financial Services Inc
2022 - now Wealth Manager @ My Broker/Dealer: The Leaders Group
2003 - 2016 Member Board of Directors @ NABD

2013 - 2014 Managing Director @ TCFG Wealth Management
2013 - 2014 Elected Board Member - West Region @ FINRA Small Firm Advisory Board
2007 - 2013 CEO @ WBB Securities LLC
2010 - 2012 Past Member FINRA District 2 Committee @ FINRA
1994 - 2006 President and CEO @ James Mitchell & Co.

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Tim Morton Education

San Diego State University
1975 - 1978

Tim Morton Skills

Retirement Planning
Fixed Annuities
FINRA

Insurance
Life Insurance
Retirement
Finance
Long Term Care Insurance
Long-term Care
Estate Planning

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Tim Morton Summary

Tim Morton, based in San Diego, CA, US, is currently a Chief Executive Officer at CEO, Westland Financial Services. Tim Morton brings experience from previous roles at My Broker/Dealer: The Leaders Group, NABD, TCFG Wealth Management and FINRA Small Firm Advisory Board. Tim Morton holds a 1975 - 1978 San Diego State University. With a robust skill set that includes Retirement Planning, Fixed Annuities, FINRA, Insurance, Life Insurance and more. Tim Morton has 2 emails and 1 mobile phone numbers on RocketReach.

Tim Morton Emails

Found 2 emails

Tim Morton Phone Numbers

Found 6 phone numbers

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Top Westland Financial Services Inc Employees

Virginia Farrier

Vice President at Westland Financial Services Inc

San Diego, CA, US
1
- westlandinc.com
3
- +1 630-896-XXXX
- +1 858-566-XXXX
- +1 602-790-XXXX
Headly Lamar

President at Westland Financial Services Inc

Los Angeles, CA, US
1
- westlandinc.com

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