Melanie Morgan, financial advisor San Antonio TX
93 score

Melanie Morgan

CRD Number: 4565396
Current Firm: Primerica Advisors

Melanie Morgan (CRD# 4565396) is an Investment Advisor Representative working at Primerica Advisors in San Antonio, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments San Antonio, TX Feb 2006 - Current 11
Primerica Financial Services San Antonio, TX May 2002 - Current 15
Round Rock Isd Round Rock, TX May 2007 - May 2007 < 1
Round Rock Isd Round Rock, TX Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Melanie B. Morgan
Phone Number: 800-544-5445
Registered State(s):
  • TX
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
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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