Maximillian Morgan, financial advisor West Linn OR

Maximillian Morgan

CRD Number: 5266876
Current Firm: Investment Design Management

Maximillian Morgan (CRD# 5266876) is an Investment Advisor Representative working at Investment Design Management in West Linn, OR and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Design Management Tigard, OR Mar 2016 - Current 5
Riskx Investments Portland, OR Dec 2013 - Mar 2016 2
Unemployed Tigard, OR Aug 2013 - Dec 2013 < 1
Aequitas Capital Managment Portland, OR Jan 2013 - Jul 2013 < 1
Churchill Mortgage Brentwood, TN Jun 2011 - Jan 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for Maximillian A. Morgan
Phone Number: 503 840 7764
Registered State(s):
  • OR
Current Firm Details
Investment Design Management
Firm's CRD Number: 285724
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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