Christopher B. Morgan

Christopher B. Morgan (CRD# 113483) is a financial advisory firm headquartered in Rocklin, CA. They manage $6,300,000 in 124 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $50,806
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Christopher B. Morgan
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. Prostinak
CRD#: 2239938
Reno, NV
83
Wealthminder
score

Daniel Prostinak (CRD# 2239938) is an Investment Advisor Representative working at Christopher B. Morgan in Reno, NV and has over 20 years of experience in the finance industry.

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