350 W 5th Ave, Suite 220
Escondido, CA 92025
Phone:
  • 760-489-9878
Fax:
  • 760-489-5464
            

CONNECT

Address:

350 W 5th Ave, Suite 220
Escondido, CA 92025

Phone:

760-489-9878

Fax/Other:

760-489-5464

Annette Morton

Annette Morton

Compliance and Audits Administrator

Annette has a BS in Psychology from California Baptist University and has worked in social services as a client service coordinator, at a local preschool as a teacher’s aide/office assistant, and for an event planning company as an assistant. She and her husband, Dave, have two daughters and live in Valley Center and attend church at Emmanuel Faith Community Church. Annette and her family enjoy taking road trips and visiting with family.

Responsibilities at CRM include:

  • Setting up appointments
  • Events coordinator
  • Administration of compliance and audit processes
  • Assist Operations Supervisor
Phone (760) 489-9878
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck