Sarah Morgan (CRD# 6615012) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Guntersville, AL and has 1 year of experience in the finance industry.
CRD# 1938689
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6386557
Lpl Financial LLC
CRD# 4666854
Lincoln Financial Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Steward Partners Global Advisory, LLC | Guntersville, AL | Mar 2024 - Current | < 1 |
Steward Partners Investment Solutions, LLC | Guntersville, AL | Mar 2024 - Current | < 1 |
Steward Partners Investment Advisory, LLC | Guntersville, AL | Mar 2024 - Current | < 1 |
Raymond James Financial Services Advisors, Inc. | Guntersville, AL | Feb 2023 - Mar 2024 | 1 |
Freedom Street Partners | Guntersville, AL | Oct 2022 - Mar 2024 | 1 |
Raymond James Financial Services, Inc. | Guntersville, AL | Sep 2022 - Mar 2024 | 1 |
Cornerstone Legacy Advisors Raymond James | Guntersville, AL | Feb 2022 - Sep 2022 | < 1 |
Unemployed | Huntsville, AL | Jan 2021 - Jan 2022 | 1 |
Church Of The Highlands | Huntsville, AL | Jan 2018 - Dec 2020 | 2 |
Church Of The Highlands | Huntsville, AL | Feb 2016 - Jan 2018 | 1 |
Team Wealth Solutions Raymond James | Guntersville, AL | Feb 2016 - Jan 2018 | 1 |
Opelika City Schools | Opelika, AL | Aug 2012 - Jan 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- AL
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, 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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