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.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- FL
-
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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