Westland Wealth Financial Services, Inc.

13520 Evening Creek Drive North

Suite 360
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.

Highrise Networks, Inc.

800 S. Figueroa, Suite 925

Los Angeles, CA 90017



(213) 712-9080