Nicholas MorganCRD Number: 6008865
Current Firm: H. Beck, Inc.
Nicholas Morgan (CRD# 6008865) is an Investment Advisor Representative working at H. Beck, Inc. in Visalia, CA and has over 5 years of experience in the finance industry.
Kms Financial Services, Inc.
Long Family Office
Wells Fargo Advisors, LLC
|No Actual Name. I Have And Do Fixed Annuities On Occasion||Visalia, CA||Jun 2014 - Current||3|
|Diversified Securities, Inc.||Visalia, CA||Oct 2011 - Current||6|
|H.beck, Inc.||Bethesda, MD||Jan 2011 - Current||6|
|Cal Fresno Oil, Company||Fresno, CA||Aug 2010 - Oct 2011||1|
|Visalia United School||Visalia, CA||Sep 2009 - Aug 2010||< 1|
|All For Fun, Inc.||Visalia, CA||Feb 2006 - Aug 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- 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
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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