linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Amelia Morgan

McManus Cooper

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amelia? Claim Your Profile

About Amelia Morgan

Amelia Morgan is a registered investment advisor representative with McManus Cooper. Amelia is currently licensed in Arizona, California, District of Columbia, Florida, Kentucky, Montana, Nevada, Oregon, Washington, and Wisconsin. Amelia Morgan has been in the securities industry since 2006. Before joining McManus Cooper, Amelia was a financial advisor with J.P. Morgan Securities LLC. Amelia also provides independent insurance services for various independent insurance companies.

Firm Information

Amelia Morgan is currently registered with McManus Cooper. McManus Cooper is a financial advisory firm based in Irvine, CA, with over 40 licensed agents and investment advisor representatives. They provide a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans. They manage over $2.5 billion in assets and participate in wrap fee programs.
McManus Cooper

9870 RESEARCH DRIVE

IRVINE, CA 92618

$2.56B

Assets Under Management

17

Total Clients

50

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor/referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amelia Morgan’s Registration & Firm History

CA

09/29/2023 - Present

McManus Cooper (IRVINE CA)

CA

03/21/2013 - 09/30/2023

J.P. MORGAN SECURITIES LLC (IRVINE CA)

CA

12/08/2010 - 03/28/2013

NYLIFE SECURITIES LLC (LONG BEACH CA)

CA

09/27/2006 - 10/19/2010

AMERIPRISE FINANCIAL SERVICES, INC. (LONG BEACH CA)

Not sure if Amelia Morgan is right for you?

Licenses & Designations

BOTH

Issued 11/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amelia Morgan.
Not sure if Amelia Morgan is right for you?