Keith Morgan (CRD# 3139407) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Dalton, GA and has over 25 years of experience in the finance industry.
CRD# 1382
Osaic Wealth, Inc.
CRD# 1155854
Stifel, Nicolaus & Company, Incorporated
CRD# 5537402
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Advisory, LLC | Dalton, GA | May 2023 - Current | < 1 |
| Steward Partners Global Advisory, LLC | Dalton, GA | Apr 2021 - Current | 3 |
| Steward Partners Investment Solutions, LLC | Dalton, GA | Jul 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- GA
- OR
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Total Assets Under Management991MILLIONS
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Total Number of Accounts2,712ACCOUNTS
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Average Account Value$365,369
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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