Brian Keith Morton

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → Present
  Independent Financial Group
  Edmond, OK

Previous Registrations

• 2009-10-01 → 2013-04-11
  Raymond James Financial Services Advisors, Inc
  Oklahoma City, OK
• 2008-10-01 → 2009-09-30
  Cetera Investment Services Llc
  Oklahoma City, OK
• 2004-05-25 → 2008-10-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
  Oklahoma City, OK
• 2003-08-25 → 2004-05-04
  Banc One Securities Corporation
  Oklahoma City, OK
• 2002-08-22 → 2003-06-23
  Morgan Stanley Dw Inc.
  Oklahoma Cty, OK

Other Businesses

(1) MORTON ADVISORY GROUP, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 04/15/2013 ADDRESS: 1501 Wild Plum Court, Edmond OK 73025, United States DESCRIPTION: (2) 100% OWNER AND CA INSURANCE AGENT OF DBA MORTON ADVISORY GROUP, LLC, PROVIDING INVESTMENT ADVISORY, CONSULTING, PENSION, AND INSURANCE SERVICES SINCE 2016. INVESTMENT RELATED. 100% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. r (2) AETNA POSITION: Employee NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 08/26/2021 ADDRESS: 113 S Broadway, Edmond OK 73034, United States DESCRIPTION: Marketing and sales of group health insurance.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-31

Other Names

• Brian K Morton
• Brian K Morton