Morgan LaffitteCRD Number: 5538881
Current Firm: Prudential Financial Planning Services
Morgan Laffitte (CRD# 5538881) is an Investment Advisor Representative working at Prudential Financial Planning Services in Tallahassee, FL and has over 7 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|Pruco Securities, LLC||Tallahassee, FL||May 2008 - Current||9|
|The Prudential Insurance Company Of America||Tallahassee, FL||May 2008 - Current||9|
|Rs & H Inc.||Tallahassee, FL||Mar 2005 - May 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2013|
|S63||Uniform Securities State Law Examination||May 2010|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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