![Morgan Cain, financial advisor Green Bay WI](/img/ws/profile-blank-sq.png)
Morgan Cain (CRD# 7554253) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has 1 year of experience in the finance industry.
![Jason Mc Glone, financial advisor Green Bay WI](/img/ws/profile-blank-sq.png)
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
![Steven Adamski, financial advisor Green Bay WI](/img/ws/profile-blank-sq.png)
CRD# 4323474
Lpl Financial LLC
![Rebecca Agamaite, financial advisor Green Bay WI](/img/ws/profile-blank-sq.png)
CRD# 4997609
Advisors Management Group Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors, Inc. | Green Bay, WI | Sep 2023 - Current | < 1 |
Raymond James Financial Services, Inc. | Green Bay, WI | May 2022 - Current | 2 |
University Of Wisconsin - Green Bay | Green Bay, WI | Sep 2021 - Current | 2 |
Associated Bank | De Pere, WI | May 2021 - Sep 2021 | < 1 |
University Of Wisconsin - Green Bay | Green Bay, WI | Sep 2020 - May 2021 | < 1 |
United States Marine Corps | Great Lakes, IL | Sep 2016 - Sep 2020 | 4 |
Mj Stevens Pub And Grill | Hartford, WI | May 2013 - Jul 2016 | 3 |
Burton & Mayer | Menomonee Falls, WI | Jun 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- WI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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