Morgan MabryCRD Number: 5758571
Current Firm: Client 1st Advisory Group
Morgan Mabry (CRD# 5758571) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has over 6 years of experience in the finance industry.
Commonwealth Financial Network
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|Client 1st Advisory Group LLC||Hattiesburg, MS||Jul 2013 - Current||10|
|University Of Southern Mississippi||Hattiesburg, MS||Sep 2011 - Jul 2015||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2017|
Total Assets Under Management292MILLIONS
Total Number of Accounts314ACCOUNTS
Average Account Value$930,098
- 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
AL, AR, FL, GA, LA, MS, NC, NH, TN, TX
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