Sten Morgan, financial advisor Franklin TN
96 score

Sten Morgan

CRD Number: 5539814
Current Firm: Msi Financial Services, Inc.

Sten Morgan (CRD# 5539814) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Franklin, TN and has over 7 years of experience in the finance industry. Sten Morgan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Metlife Securities Inc. Franklin, TN Jun 2012 - Current 4
Raymond James Financial Services, Inc. Nashville, TN Feb 2012 - Jun 2012 < 1
Raymond James Financial Services Advisors Inc. Brentwood, TN Feb 2012 - Jun 2012 < 1
Support Company - Investments Nashville, TN Mar 2010 - Jan 2012 1
Raymond James Financial Services, Inc. Nashville, TN Aug 2009 - Jan 2012 2
Raymond James Financial Services Advisors, Inc. Nashville, TN Aug 2009 - Jan 2012 2
Northwestern Mutual Investment Services, LLC Portland, OR Dec 2008 - Jul 2009 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2008 - Jul 2009 1
Linfield College Mcminnville, OR Nov 2006 - Jun 2008 1
Linfield College Mcminnville, OR Aug 2005 - Jun 2008 2
Concrete Solutions Mcminnville, OR Jun 2007 - Sep 2007 < 1
Fritsch Design Build Franklin, TN Jun 2006 - Sep 2006 < 1
Custom Tile Franklin, TN Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Sten J. Morgan
Phone Number: 800-638-8378
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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