Franklin Morgan (CRD# 3057635) is an Investment Advisor Representative working at Morgan Financial Incorporated in Boyertown, PA and has over 26 years of experience in the finance industry.
CRD# 2840166
Independence Square Holdings, LLC
CRD# 2933920
Creative Capital Wealth Management Group
CRD# 3247019
Mcdermott Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2006 - Current | 18 |
| Morgan Financial Incorporated | Boyertown, PA | Jan 2005 - Current | 19 |
| Boyertown School District | Boyertown, PA | Mar 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- MT
- PA
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts343ACCOUNTS
-
Average Account Value$177,469
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MT, PA
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