Westland Wealth Financial Services, Inc.
13520 Evening Creek Drive North
San Diego, CA 92128
d. (800) 238-8144
San Diego I
Timothy U. Morton
Chief Executive Officer
Mr. Tim Morton began his career in this industry over 30 years ago at Private Ledger (now LPL). He also spent many years supporting a client base with nearly $200 million under management. Prior to joining Westland he was CEO of a large Broker/Dealer distributing products and services through the bank channel with over 600 Advisors. Tim was a board member of the National Association of Broker/Dealers and sat on the FINRA District 2 Committee and he was elected as a member of the National FINRA Small Firm Advisory Board in 2013. Currently Tim is a member of the San Diego Financial Planning Association and is a regular speaker at broker/dealer events.
Tim holds a current Life, Disability and LTC Insurance licenses and holds FINRA Series 7, 24, 51, 63 licenses, and CA Insurance License #0A43356.
Securities offered through Lucia Securities, LLC Member FINRA/SPIC. Westland Wealth and Westland Financial Services, Inc. are not affiliated with LSL or any of its affiliates.