Mendy MorganCRD Number: 4152738
Current Firm: Cetera Advisor Networks LLC
Mendy Morgan (CRD# 4152738) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Boca Raton, FL and has over 14 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2019 - Current||2|
|Summit Financial Group Inc.||Boca Raton, FL||Sep 2019 - May 2021||1|
|Summit Brokerage Services, Inc.||Boca Raton, FL||Jan 2019 - Sep 2019||< 1|
|Homemaker||Grand Rapids, MI||Aug 2018 - Jan 2019||< 1|
|Summit Brokerage Services, Inc.||Boca Raton, FL||Jun 2018 - Aug 2018||< 1|
|Summit Financial Group Inc.||Boca Raton, FL||Jun 2018 - Aug 2018||< 1|
|Homemaker||Grand Rapids, MI||Aug 2017 - Jun 2018||< 1|
|Regulus Advisors LLC||Kentwood, MI||Jan 2017 - Aug 2017||< 1|
|Regal Investment Advisors, LLC||Kentwood, MI||Jan 2017 - Aug 2017||< 1|
|Royal Securities Company||Grandville, MI||Jan 2012 - Nov 2016||4|
|Homemaker||Grandville, MI||Nov 2008 - Jan 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management25,817MILLIONS
Total Number of Accounts81,004ACCOUNTS
Average Account Value$318,708
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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