Rodney Morgan (CRD# 4442487) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Murfreesboro, TN and has over 22 years of experience in the finance industry.
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 4767570
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthwave | Johns Creek, GA | Jan 2016 - Current | 8 |
| Transamerica Financial Advisors, Inc. | Johns Creek, GA | Jan 2012 - Current | 12 |
| United Realty Center,inc Dba American Funding Center | Riverside, CA | Aug 2008 - Current | 15 |
| Real Wealth Creations, Inc. | Douney, CA | Nov 2007 - Current | 16 |
| World Financial Group | Johns Creek, GA | Jun 2003 - Current | 20 |
| Crusbery Decker Insurance Services In | Pasadena, CA | Sep 2009 - Aug 2019 | 9 |
| Team Referral Network | La Verne, CA | Apr 2010 - Jan 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
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- TN
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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