Kurt Morgan (CRD# 1652357) is an Investment Advisor Representative working at Tmg Wealth Advisors, Inc. in Beaverton, OR and has over 36 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Visalus Sciences | Troy, MI | Feb 2012 - Current | 12 |
| Domination Fitness LLC | Beaverton, OR | Oct 2010 - Current | 13 |
| Desert River Capital LLC | Arvada, CO | Jun 2007 - Current | 16 |
| The Morgan Group | Portland, OR | Dec 2002 - Current | 21 |
| Triad Advisors, Inc. | Norcross, GA | Mar 2001 - Current | 23 |
| Morgan Advisors, Inc. | Carefree, AZ | Dec 2011 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- OR
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Total Assets Under Management26MILLIONS
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Total Number of Accounts172ACCOUNTS
-
Average Account Value$151,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
OR
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