James Morton

Client Service Associate/Paraplanner at Asset Planning Corporation - Knoxville, TN, US

James Morton's Contact Details
HQ
865-690-1231
Location
Knoxville, Tennessee, United States
Company
Asset Planning Corporation
James Morton's Company Details
Asset Planning Corporation logo, Asset Planning Corporation contact details

Asset Planning Corporation

Knoxville, TN, US • 10 - 19 Employees
Financial Services

Asset Planning Corporation (APC) is an SEC-registered, fee-based financial planning and investment advisory firm in Knoxville, Tennessee. Founded in 1975 by the late P. Kemp Fain, Jr., CFP®, APC serves both families and institutional clients. As one of the oldest independent financial advisory firms in the country, we use our more-than-four-decades of accumulated wisdom to help transform people's lives. We provide an integrity-rich environment and utilize educational tools and a disciplined asset planning process, all to offer a unique client experience. We believe that we have built a holistic model for financial wellness, one designed for people who want good advice.Being a hometown small business means we are flexible for you. And, being nationally recognized as a leader in the industry means professional experience is at your doorstep, allowing you the opportunity for a truly enriched life.

Finance Financial Services Financial Advisory Services
Details about Asset Planning Corporation
Frequently Asked Questions about James Morton
James Morton currently works for Asset Planning Corporation.
James Morton's role at Asset Planning Corporation is Client Service Associate/Paraplanner.
James Morton's email address is ***@assetplanningcorp.com. To view James Morton's full email address, please signup to ConnectPlex.
James Morton works in the Financial Services industry.
James Morton's colleagues at Asset Planning Corporation are Kathy Patty, Kevin Miller, Steve Carlson, Suzanne Himes, Paul Fain, Leeann Gross and others.
James Morton's phone number is 865-690-1231
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