Terance Morgan (CRD# 1541988) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Hernando, MS and has over 19 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ftb Advisors, Inc. | Memphis, TN | Oct 2013 - Current | 10 |
| First Tennessee Brokerage, Inc. | Memphis, TN | Nov 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- MS
- TN
- TX
-
Total Assets Under Management12,388MILLIONS
-
Total Number of Accounts8,973ACCOUNTS
-
Average Account Value$1,380,631
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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