Todd Morgan, financial advisor Elmhurst IL
63 score

Todd Morgan

CRD Number: 1296324
Current Firm: Lasalle St. Investment Advisors, LLC

Todd Morgan (CRD# 1296324) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Elmhurst, IL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
La Salle St. Securities, Inc. Frankfort, IL May 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Apr 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Todd S. Morgan
Phone Number: 630-600-0500
Registered State(s):
  • CA
  • MN
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
    874
    MILLIONS
  • Total Number of Accounts
    2,859
    ACCOUNTS
  • Average Account Value
    $305,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
63

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