Terrence Morgan, financial advisor Oklahoma City OK
73 score

Terrence Morgan

CRD Number: 3052723
Current Firm: United Planners' Financial Services Of America A Limited Partner

Terrence Morgan (CRD# 3052723) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Oklahoma City, OK and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Jan 2014 - Current 2
Terry Morgan - Independent Insurance Oklahoma City, OK Jan 2014 - Current 2
Ok401k Oklahoma City, OK Apr 2008 - Current 8
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: 480-991-0225
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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