Morgan Browne (CRD# 7517956) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has 1 year of experience in the finance industry. Morgan Browne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3259691
J.p. Morgan Securities LLC
CRD# 6279669
Lincoln Financial Advisors Corporation
CRD# 6683358
Neuberger Berman Bd LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Mather Group, LLC | Chicago, IL | Mar 2022 - Current | 2 |
| The Mather Group, LLC | Chicago, IL | Jun 2019 - Mar 2022 | 2 |
| University Of Illinois Urbana-champaign | Champaign, IL | Aug 2015 - May 2019 | 3 |
| The Mather Group, LLC | Chicago, IL | May 2018 - Aug 2018 | < 1 |
| Siemens | Buffalo Grove, IL | May 2017 - Aug 2017 | < 1 |
| Resurrection College Prep | Chicago, IL | Aug 2011 - May 2015 | 3 |
- IL
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Total Assets Under Management10,509MILLIONS
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Total Number of Accounts15,974ACCOUNTS
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Average Account Value$657,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
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- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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