Darren MorganCRD Number: 3026515
Current Firm: Newport Group Securities, Inc.
Darren Morgan (CRD# 3026515) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|The Newport Group, Inc.||Heathrow, FL||Jul 2010 - Current||6|
|Newport Group Secruities, Inc.||Heathrow, FL||Jul 2010 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pennington, NJ||Sep 2004 - Jul 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2001|
Total Assets Under Management23,100MILLIONS
Total Number of Accounts168ACCOUNTS
Average Account Value$137,500,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI