Tara MorganCRD Number: 5880054
Current Firm: Edward Jones
Tara Morgan (CRD# 5880054) is an Investment Advisor Representative working at Edward Jones in Maryland Heights, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Edward Jones||St Louis, MO||Oct 2011 - Current||6|
|Professional Employment Group||Maryland Heights, MO||Jan 2011 - Oct 2011||< 1|
|Huntington Learning Center||St Charles, MO||Feb 2009 - Dec 2010||1|
|Studio Bella Salon||O'fallon, MO||Dec 2008 - Jan 2009||< 1|
|St. Charles Community College||St Peters, MO||Sep 2006 - Dec 2008||2|
|Whitmoor Country Club||Weldon Springs, MO||May 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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)