Timothy Morgan, financial advisor Alpharetta GA

Timothy Morgan

CRD Number: 3071902
Current Firm: Morgan Capital Group LLC

Timothy Morgan (CRD# 3071902) is an Investment Advisor Representative working at Morgan Capital Group LLC in Alpharetta, GA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Manpower Engineering Atlanta, GA Apr 2020 - Current 1
Morgan Capital Group LLC Alpharetta, GA Jan 2020 - Current 1
Job Site Resources Smyrna, GA Apr 2019 - Apr 2020 1
State Farm Insurance Alpharetta, GA Aug 2018 - Apr 2019 < 1
Morgan Joseph Alpharetta, GA Oct 2017 - Apr 2019 1
Pic Group Inc. Atlanta, GA Aug 2014 - Sep 2017 3
Randstad Engineering Norcross, GA Dec 2011 - Aug 2014 2
Proenergy Services Sedalia, MO Aug 2007 - Dec 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Feb 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Timothy J. Morgan
Phone Number: 678-333-9406
Registered State(s):
  • GA
Current Firm Details
Morgan Capital Group LLC
Firm's CRD Number: 307004
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA

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