Bobby Lewis Morton
Investment adviser representative at Raymond James Financial Services Advisors, Inc
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2026 to now
- Raymond James Financial Services, Inc.Jun 2026 to now
- Nylife Securities LLC.Dec 2024 to Jun 2026
- Strategic Financial AssociatesDec 2024 to Jun 2026
- Mariner WealthApr 2024 to Nov 2024
- Cresset Asset Management, LLCOct 2021 to Feb 2024
- Berman Capital Advisors, LLCMar 2021 to Oct 2021
- Voya Investment ManagementMar 2019 to Mar 2021
- Guardian Life Insurance Co of AmericaNov 2018 to Feb 2019
- Park Avenue Securities, LLCNov 2018 to Jan 2019
- Georgia Institute of TechnologyAug 2018 to Dec 2020
- Redfin CorporationNov 2016 to Mar 2019
- Icma-rcAug 2015 to May 2018
- Army National GuardSep 2007 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (DC, MD).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6550348
- Firm CRD
- 149018