Robert Morgan (CRD# 7220719) is an Investment Advisor Representative working at Avantax Advisory Services in Galax, VA and has over 2 years of experience in the finance industry.
CRD# 5934327
Edward Jones
CRD# 3218183
Edward Jones
CRD# 729119
Sustainable Advisors Alliance LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Hillsville, VA | Oct 2022 - Current | 1 |
| Avantax Advisory Services | Hillsville, VA | Dec 2021 - Current | 2 |
| Avantax Insurance Agency And/or Avantax Insurance Services. | Galax, VA | Dec 2021 - Current | 2 |
| Morgan Financial Group LLC | Galax, VA | Nov 2021 - Current | 2 |
| Avantax Insurance Agency And/or Avantax Insurance Services. | Hillsville, VA | Dec 2021 - Nov 2022 | < 1 |
| Morgan Financial Group LLC | Hillsville, VA | Nov 2021 - Nov 2022 | 1 |
| Morgan Financial Group LLC | Hillsville, VA | Nov 2021 - Aug 2022 | < 1 |
| Avantax Insurance Agency, LLC | Hillsville, VA | Dec 2021 - Dec 2021 | < 1 |
| Second Chance Accounting | Hillsville, VA | Jun 2021 - Dec 2021 | < 1 |
| Seeking Alpha | Hillsville, VA | Jul 2021 - Nov 2021 | < 1 |
| Northwestern Mutual | Harrisonburg, VA | Mar 2021 - Apr 2021 | < 1 |
| Shelton Accounting | Radford, VA | Nov 2020 - Feb 2021 | < 1 |
| Student | Hillsville, VA | Sep 2018 - Oct 2020 | 2 |
| Lake Ridge Rv Resort | Hillsville, VA | May 2016 - Aug 2018 | 2 |
| Student | Hillsville, VA | Nov 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- VA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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