Christopher B. Morgan

Christopher B. Morgan (CRD# 113483) is a financial advisory firm headquartered in , . They manage $17,900,000 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $238,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Christopher B. Morgan
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Morgan, financial advisor Rocklin CA
Christopher B. Morgan
CRD#: 2478980
Rocklin, CA

Christopher Morgan (CRD# 2478980) is an Investment Advisor Representative working at Christopher B. Morgan in Rocklin, CA and has over 29 years of experience in the finance industry.

2
Daniel Prostinak, financial advisor Reno NV
Daniel J. Prostinak
CRD#: 2239938
Reno, NV

Daniel Prostinak (CRD# 2239938) is an Investment Advisor Representative working at Christopher B. Morgan in Reno, NV and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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