Terrence Morgan, financial advisor Oklahoma City OK
73 score

Terrence Morgan

CRD Number: 3052723
Current Firm: Ok401k, Inc.

Terrence Morgan (CRD# 3052723) is an Investment Advisor Representative working at Ok401k, Inc. in Oklahoma City, OK and has over 19 years of experience in the finance industry.

Similar Advisors
John Sigmon, financial advisor Oklahoma City OK
John W. Sigmon
CRD# 2082199
Lpl Financial LLC
Score
103
Similar Advisors
Jerry Plant, financial advisor Oklahoma City OK
Jerry W. Plant
CRD# 2171509
Mark I Asset Management, Ltd
Score
101
Similar Advisors
R. Brad Knowles, financial advisor Oklahoma City OK
R. Brad Knowles
CRD# 4398143
Argent Institutional Services, LLC
Score
100
Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Jan 2014 - Current 4
Terry Morgan - Independent Insurance Oklahoma City, OK Jan 2014 - Current 4
Ok401k Oklahoma City, OK Apr 2008 - Current 10
President & Cco Oklahoma City, OK Apr 2008 - Current 10
Morgans Win, Inc. Saranac Lake, NJ Jan 2003 - Mar 2014 11
Associates Diversified Brokerage, Inc. Oklahoma City, OK Apr 2008 - Dec 2013 5
Wilbanks Securities/advisory Oklahoma City, OK Aug 2003 - Dec 2013 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Mar 2008
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Terrence O. Morgan
Phone Number: (405) 603-4986
Firm Website: https://ok401k.com
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OK

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
73

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.