Donald Morgan (CRD# 4420158) is an Investment Advisor Representative working at Morgan Consulting, Inc. in Sun Lakes, AZ and has over 22 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Consulting Inc. | Sun Lakes, AZ | Aug 2016 - Current | 7 |
Morgan Consulting Inc. | Sun Lakes, AZ | Jan 1990 - Current | 34 |
Morgan & Morgan Cpas, P.c. | Sun Lakes, AZ | May 2008 - Dec 2019 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2001 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- AZ
- MI
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$265,423
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, MI
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