Terrence Morgan (CRD# 3052723) is an Investment Advisor Representative working at Ok401k, Inc. in Oklahoma City, OK and has over 25 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Terry Morgan - Independent Insurance | Oklahoma City, OK | Jan 2014 - Current | 10 |
| Ok401k | Oklahoma City, OK | Jun 2003 - Current | 20 |
| Ok401k | Oklahoma City, OK | Jun 2003 - Current | 20 |
| United Planners' Financial Services | Scottsdale, AZ | Jan 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- OK
- TX
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts142ACCOUNTS
-
Average Account Value$526,354
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
OK, TX
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