Christopher MorganCRD Number: 6341757
Current Firm: Argi Investment Services, LLC
Christopher Morgan (CRD# 6341757) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 3 years of experience in the finance industry.
Winebrenner Capital Management LLC
Alexander Investment Services Company
|Argi Investment Services||Louisville, KY||Jan 2017 - Current||1|
|Argi Financial Group||Louisville, KY||Dec 2016 - Current||1|
|Bank Of America, N.a.||Lexington, KY||Dec 2014 - Dec 2016||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lexington, KY||May 2014 - Dec 2016||2|
|University Of Kentucky Athletics||Lexington, KY||Aug 2013 - May 2014||< 1|
|Idle Hour Country Club||Lexington, KY||May 2013 - Aug 2013||< 1|
|University Of Kentucky Athletics||Lexington, KY||Aug 2012 - May 2013||< 1|
|Us Bank Home Mortgage||Owensboro, KY||May 2012 - Aug 2012||< 1|
|University Of Kentucky Athletics||Lexington, KY||Aug 2011 - May 2012||< 1|
|Edge Ice Center||Owensboro, KY||May 2011 - Aug 2011||< 1|
|Don Moore Automotive||Owensboro, KY||May 2011 - Aug 2011||< 1|
|University Of Kentucky Athletics||Lexington, KY||Aug 2010 - May 2011||< 1|
|Jagoe Homes||Owensboro, KY||May 2010 - Aug 2010||< 1|
|Daviess County High School||Owensboro, KY||Aug 2009 - May 2010||< 1|
|Jagoe Homes||Owensboro, KY||May 2009 - Aug 2009||< 1|
|Daviess County High School||Owensboro, KY||Aug 2006 - May 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management1,407MILLIONS
Total Number of Accounts7,657ACCOUNTS
Average Account Value$183,794
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MT, NC, NY, OH, PA, SC, TN, TX, VA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.