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Christopher Michael Morgan

Franklin Distributors, LLC

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About Christopher Michael Morgan

Christopher Morgan is a financial professional with over 17 years of experience in the industry. Christopher has a Series 7, Series 3, and Series 63 license and holds a SIE designation. Christopher is currently registered with Franklin Distributors, LLC in California and 11 other states. Christopher's previous experience includes positions with FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. and TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

Firm Information

Christopher Morgan is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

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.

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.

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Christopher Morgan’s Registration & Firm History

CA

06/25/2021 - Present

Franklin Distributors, LLC (San Mateo CA)

NY

03/26/2007 - 11/16/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (NEW YORK NY)

NY

09/17/2004 - 03/26/2007

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2014

Series 3 - National Commodity Futures Examination

BC

Issued 09/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Michael Morgan.
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