Ronald C. Morton

BRICK STREET FINANCIAL

Clinton, MS 39056

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CRD#: 7453250

Professional summary

Ronald Craig Morton, who also goes by Ronnie Morton, is a registered financial advisor currently at BRICK STREET FINANCIAL located in Clinton, Mississippi.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ronald has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ronnie 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.

1) RONALD MORTON IS LICENSED TO SELL LIFE AND HEALTH INSURANCE THIS ACTIVITY ACCOUNTS FOR APPROXIMATELY 10% OF HIS TIME. 2) MR. MORTON IS THE OWNER OF THE AUTOMATED ATTORNEY, LLC, A MARKETING AGENCY AND CONSULTING FIRM THAT CONSULTS WITH LAWYERS ON THEIR DIGITAL MARKETING. THIS ACTIVITY ACCOUNTS FOR APPROXIMATELY 10% OF HIS TIME. 3) Since 2010, Mr. Morton is an Adjunct Professor of Law @ Mississippi College - School of Law. This activity accounts for approximately 8 hours per week for a 3 month semester every other year. 4) Since 2018, Mr. Morton is also an Adjunct Practice Advisor, providing law firm coaching for Atticus Advantage in Florida. This activity accounts for approximately 16 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Craig Morton's 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

January 20, 2022 - Present

BRICK STREET FINANCIAL

Office #1: 402 E Main St., Clinton, MS 39056

RIA

CRD#: 316781

Clinton, MS

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

Mississippi
(1/20/2022)

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Exams

Current Firm

BRICK STREET FINANCIAL

BRICK STREET FINANCIAL | BRICK STREET FINANCIAL, LLC

CRD#: 316781 / SEC#:

Mississippi

Registered Investment Advisory firm - (1/20/2022 Approved)

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Contact information

Main Address

402 E Main St., Clinton, MS 39056

Mailing Address

Phone number

(601) 925-9797

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 258,741

Red Flags

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

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Ronald C. Morton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Craig Morton's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRICK STREET FINANCIAL

State Registrations and Notice Filings

Exams

Current Firm

BRICK STREET FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRICK STREET FINANCIAL

TRUST BUT VERIFY

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