Andrew Morgan (CRD# 6863390) is an Investment Advisor Representative working at Taylor & Morgan Asset Management, LLC in Troy, MI and has over 6 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 3151669
Esi Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Taylor & Morgan Asset Management | Flint, MI | Feb 2020 - Current | 4 |
| Plante Moran | Grand Rapids, MI | Jan 2016 - Jan 2020 | 4 |
| Michigan State University | East Lansing, MI | Aug 2011 - Dec 2015 | 4 |
| Plante Moran | Grand Rapids, MI | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- MI
- NC
-
Total Assets Under Management278MILLIONS
-
Total Number of Accounts935ACCOUNTS
-
Average Account Value$296,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, GA, IL, MI, NC, NH, OH, SC, TX
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