Terrence MorganCRD 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.
Lpl Financial LLC
Mark I Asset Management, Ltd
Argent Institutional Services, LLC
|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|
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
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- 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)
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