AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LM

Laura B. Morton

KESTRA ADVISORY SERVICES
Angola, IN
Some features on this profile are disabled
CRD#: 6786025
LM

Professional summary

Laura Beth Morton, who also goes by Laura Beth Hall, Laura Beth Morton, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Angola, Indiana.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Laura has worked at 5 firms and has passed the Series 65, SIE and Series 6TO exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Laura Beth Hall | Laura Beth Morton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ms. Morton is engaged from 5/2/22 - 6/5/22 to perform IAR services in connection with the conversion of CX Institutional and Personal Wealth Partners clients. PWP is a Registered Investment Advisor located at 7900 International Dr., Ste 510,, Bloomington, MN 55425. Ms. Morton will be assisting PWP with making client calls and moving clients from PWP to CXI. Ms Morton is engaged from 5/2/22 - 6/5/22 to perform IAR services in connection with the conversion of Personal Wealth Partners clients and CX Institutional. CX Institutional is a Registered Investment Advisor located at 200 East 7th Street, Auburn, IN 46706. Ms Morton will be assisting PWP with making client calls and moving clients from PWP to CXI.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Beth Morton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 7, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #2: 7635 W. Jefferson Blvd, Ft. Wayne, IN 46804
RIA
CRD#: 283330
Angola, IN
Past

May 2, 2022 - October 25, 2022

PERSONAL WEALTH PARTNERS LLC

RIA
CRD#: 172055
Auburn, IN
Past

January 7, 2022 - April 30, 2025

CX INSTITUTIONAL, LLC

RIA
CRD#: 292627
AUBURN, IN
Past

June 7, 2021 - November 15, 2021

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
LaGrange, IN
Past

July 9, 2019 - April 1, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(8/7/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/7/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/9/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/12/2019
Investment Company Products/Variable Contracts Representative Examination

Current Firm

KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/23/2024
Cover Page
Report
10/20/2023
Cover Page
Report
12/21/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KESTRA ADVISORY SERVICES, LLC

CRD#: 283330Angola, IN

TRUST BUT VERIFY

Monitor Laura Morton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.