Advisor at USAdvisors Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
USAdvisors Wealth Management, LLC
Location
Kirksville, MO 63501
Credentials
ChFC®, Series 63
Industry experience
38 years
James Morton is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He is currently with USAdvisors Wealth Management, LLC and previously worked at Securities America, Inc. and Alliant Bank. Morton is also the owner of Morton Financial Solutions, LLC, where he provides securities sales, advisory services, and fixed insurance sales. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm combines model-portfolio strategies with fundamental security selection and offers a range of investment options, including socially responsible portfolios and alternative investments.
Based on USAdvisors Wealth Management, LLC
$500 - $15,000+ depending on service complexity
$0+: Up to 2.00% annually (maximum) $25,000+: Tiered or flat fee schedule up to 2.00% annually, negotiable by advisor
$200 - $600+ per hour depending on service complexity
$100 - $1,000+ per month depending on service complexity
Account minimum: $25,000
405 E Northtown Rd
Kirksville, MO 63501
Missouri
OSAIC
2024 - Present (2 years)
USAdvisors Wealth Management, LLC
2014 - Present (12 years)
Securities America, inc.
2008 - 2024 (16 years)
Alliant Bank
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Kirksville, MO
Smith, Moore & Co.
Series 66
Kirksville, MO
OSAIC Institutions, INC.
Series 66
Kirksville, MO
LPL Financial
CFP®, Series 66
Kirksville, MO
Cambridge Investment Research Advisors
Series 66
Kirksville, MO
Edward Jones
Series 66
Kirksville, MO
Cambridge Investment Research Advisors
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