Kevin Brant Morton

Current Employers

Employment History

• 05/2001 → 01/2025
  Lincoln Financial Advisors
  Salt Lake City, UT
• 01/2025 → Present
  Osaic Wealth, Inc.
  Salt Lake City, UT

Previous Registrations

• 2001-06-27 → 2025-01-24
  Osaic Fa, Inc.
  Holladay, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

1. KEVIN MORTON POSITION: Agent NATURE: Life Settlements INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITY TRADING HOURS: 1 START DATE: 09/2016 ADDRESS: 3165 E Millrock Drive, Holladay, UT DESCRIPTION: Provide life settlements 2. KEVIN B. MORTON POSITION: Co-successor Trustee, POA agent and/or co-personal representative NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2007 ADDRESS: 3165 E. Millrock Drive, Suite 300, Holladay UT 84121, United States DESCRIPTION: I will manage my mother's financial affairs were she ever to become incapacitated. I will handle the settlement of her estate, with my brother, when she passes away. 3. KEVIN B. MORTON POSITION: Agent NATURE: To solicit and sell traditional fixed life insurance and fixed annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 3165 E Millrock Drive, Suite 300, Salt Lake City UT 84121, United States DESCRIPTION: I will research, recommend and sell traditional life insurance (UL, SUL and term life) policies, fixed annuities, disability insurance and LTC insurance, life settlements (through Highland Capital) where appropriate, to clients.

Exams

• S66 Uniform Combined State Law Examination
  2000-05-08

Designations