Danny MorganCRD Number: 6302945
Current Firm: Edward Jones
Danny Morgan (CRD# 6302945) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 3 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Edward Jones||St. Louis, MO||Mar 2014 - Current||3|
|Unemployed||Fort Myers, FL||Nov 2013 - Feb 2014||< 1|
|First Citizens Bank||Naples, FL||Jan 2010 - Oct 2013||3|
|Unemployed||Fort Myers, FL||Jul 2009 - Dec 2009||< 1|
|Bank Of Florida - Southwest||Naples, FL||Jan 2008 - Jun 2009||1|
|Regions Bank (fka Amsouth Bank)||Fort Myers, FL||Oct 2006 - Dec 2007||1|
|Amsouth Bank||Memphis, TN||Oct 2004 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV