Primerica Advisors
47yrs
Top advisor by experience at Primerica Advisors
28yrs
Shuron Morton
Financial advisor at United Brokerage Services
Based in Duluth, Georgia, Shuron Morton is a fiduciary financial advisor with 28 years of industry experience. Shuron has been with United Brokerage Services since 2024; before that, Shuron spent six years at PNC Wealth Management and three years at Capital One Advisors. United Brokerage Services offers investment management and is paid through a percentage of assets.
One of 229 advisors with offices in Duluth, and one of 220 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 15% by experience in Duluth
Office3112 Main St Suite #100, Duluth, GA 30096
How the firm is paid ?Percent of assets
Typical client at the firm ?$254,269
Advisors at the firm57
States licensed ?1 state
Services through United Brokerage Services
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowUnited Brokerage Services, Inc.Current firm
- 2018 – 2024PNC Wealth Management LLCPreviously
- 2015 – 2018Capital One Advisors, LLCPreviously
- Aug 2013 – May 2015Morgan StanleyPreviously
- Nov 2012 – Aug 2013PNC Wealth Management LLCPreviously
- 2010 – 2012PNC Wealth Management LLCPreviously
- 2005 – 2009Wells Fargo Clearing Services, LLCPreviously
Contact Shuron
(888) 424-6158Firm headquarters in Parkersburg, WV. Ask for Shuron. 3112 Main St Suite #100Duluth, GA 30096Office · Get directions Firm websiteHTTP://WWW.UNITED-BROKERAGE.COM
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Questions to ask Shuron
Tailored to Shuron’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Shuron
How do I contact Shuron?
Call United Brokerage Services at (888) 424-6158 and ask for Shuron Morton. Shuron works from the Duluth, GA office.
How long has Shuron been a financial advisor?
Shuron has been in the industry since 1998, about 28 years. Top 15% by experience in Duluth.
What licenses does Shuron hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Shuron a fiduciary?
Shuron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shuron paid?
United Brokerage Services reports being paid by a percentage of the assets they manage. Ask Shuron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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