Chris Morgan (CRD# 2265541) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 31 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | Nov 2023 - Current | < 1 |
| Beacon Wealth Advisors, LLC | Mchenry, IL | Nov 2018 - Current | 5 |
| Beacon Insurance Advisors, LLC | Mchenry, IL | Aug 2018 - Current | 5 |
| Beacon Advisors Llc Dba Beacon Tax Advisors | Mchenry, IL | Dec 2016 - Current | 7 |
| Gradient Securities, LLC | Arden Hills, MN | Oct 2014 - Nov 2023 | 9 |
| Chris Morgan | Mchenry, IL | Oct 2014 - Nov 2018 | 4 |
| Morgan Wealth Management, LLC | Mchenry, IL | Oct 2014 - Nov 2018 | 4 |
| Morgan Wealth Management, LLC | Mchenry, IL | May 2014 - Nov 2018 | 4 |
| Linsco/private Ledger | Mchenry, IL | Apr 2004 - Oct 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
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