Timothy Morgan (CRD# 3071902) is an Investment Advisor Representative working at Morgan Capital Group LLC in Alpharetta, GA and has over 25 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manpower Engineering | Atlanta, GA | Apr 2020 - Current | 4 |
| Morgan Capital Group LLC | Alpharetta, GA | Jan 2020 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA
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