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Advisor Spotlight: Lon Morton went from being a minor league baseball player to a major league RIA

Morton Capital Management gets referrals from both Schwab and a local bank that acquired it

Author Brooke Southall March 31, 2010 at 6:23 AM
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Lon Morton: Most potential clients do not fully appreciate the differences between dealing with an advisor from a Merrill Lynch or other wirehouse versus a fee-only advisor -- RIA.

Lon Morton

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Ken Gregory

Schwab

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Litman/Gregory

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Morton Capital Management

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