Inactive

Douglas Ross Morton

Savant Wealth Management

Lincolnshire, IL

Claim This Profile

Current Employers

Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2020-02-20

IL RA
APPROVED

Since 2020-02-20

Branch Locations

475 Half Day Rd Suite 210, Lincolnshire, IL 60069 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
United Capital Advisers, Llc	Northbrook	IL	09/2008	11/2016
Unemployed	Hawthorn Woods	IL	11/2016	12/2016
Huber Financial Advisors, Llc	Lincolnshire	IL	01/2017	04/2020
Savant Capital Management	Rockford	IL	02/2020	07/2020
Savant Wealth Management	Rockford	IL	07/2020	Present

09/2008 → 11/2016

United Capital Advisers, Llc

Northbrook, IL
11/2016 → 12/2016

Unemployed

Hawthorn Woods, IL
01/2017 → 04/2020

Huber Financial Advisors, Llc

Lincolnshire, IL
02/2020 → 07/2020

Savant Capital Management

Rockford, IL
07/2020 → Present

Savant Wealth Management

Rockford, IL

Previous Registrations

2017-01-13 → 2020-08-02

Huber Financial

Lincolnshire, IL
2009-01-06 → 2016-11-16

United Capital Financial Advisors

Northbrook, IL
2002-11-20 → 2009-03-04

Integrated Financial Management Inc

Northbrook, IL
2002-11-20 → 2002-12-31

Integrated Financial Management Inc

Northbrook, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-11-19

S65 Uniform Investment Adviser Law Examination

2002-11-19

Designations

Other Names

Douglas Morton
Doug Morton

View on SEC IAPD

More in Lincolnshire, IL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor