Darren MorganCRD Number: 3026515
Current Firm: Lincoln Financial Advisors Corporation
Darren Morgan (CRD# 3026515) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Tampa, FL and has over 17 years of experience in the finance industry.
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
Lansdowne Wealth Management, LLC
|Lincoln Financial Advisors Corporation||Tampa, FL||May 2017 - Current||1|
|The Newport Group, Inc.||Heathrow, FL||Jul 2010 - Mar 2017||6|
|Newport Group Secruities, Inc.||Heathrow, FL||Jul 2010 - Mar 2017||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 Management15,326MILLIONS
Total Number of Accounts55,801ACCOUNTS
Average Account Value$274,649
- 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, 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, VT, WA, WI, WV, WY