Tim Morton Email & Phone Number
Chief Executive Officer @ Westland Financial Services Inc
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Tim Morton Location
- San Diego, CA, US
Tim Morton Work
- 2007 -now Chief Executive Officer @
- 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 @
- 2010 -2012 Past Member FINRA District 2 Committee @ FINRA
- 1994 -2006 President and CEO @ James Mitchell & Co.
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
- Disability Insurance
- Marketing
- Employee Benefits
- 401k
- Risk Management
- Public Speaking
- Retirement Income planning
- Long Term Care
- Linked Benefit LTC
- "Asset Based" LTC
- Indexed Annuities
- Trading
- 401(k) Retirement Savings Plans
- Financial Advisory
- Investments
- 401k Retirement Savings Plans
- Investment Advisory
- Financial Services
- Wealth Management
- SAN
- Services
- Series 7
- Securities
- 401 Retirement Savings Plans
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 on RocketReach.
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