Brad MorganCRD Number: 6401089
Current Firm: Riverpoint Capital Management, LLC
Brad Morgan (CRD# 6401089) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has over 2 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Riverpoint Capital Management||Cincinnati, OH||Sep 2014 - Current||3|
|Proctor & Gamble||Cincinnati, OH||Dec 2008 - Sep 2014||5|
|University Of Tennessee||Knoxville, TN||Aug 2007 - Dec 2008||1|
|University Of Tennessee||Knoxville, TN||May 2003 - Dec 2008||5|
|General Electric||Morristown, TN||May 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management2,103MILLIONS
Total Number of Accounts2,657ACCOUNTS
Average Account Value$791,410
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA
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