Maximillian MorganCRD 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.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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