Abby Nicole Morton
Investment adviser representative at Forefront
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$239.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- ForefrontDec 2025 to now
- Elements Money, LLCOct 2023 to Nov 2025
- Elements Technology, Inc.Nov 2020 to Nov 2025
- Aquire Wealth Advisors, LLC dba Dentist AdvisorsAug 2018 to Jan 2023
- UnemployedJun 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (UT).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5813116
- Firm CRD
- 308521