Verified
DONALD MORGAN, AIF®, CPFA® is a financial advisor with over 27 years of experience in the industry. Don is a registered representative of LPL Financial LLC and has held prior roles at Kestra Investment Services, LLC, Wells Fargo Advisors Financial Network, LLC, UBS Financial Services Inc., and Citigroup Global Markets Inc. Don has a wide range of experience and holds the Series 7, Series 24, and Series 63 licenses as well as life health and insurance licenses. Don is dedicated to providing clients with a comprehensive approach to financial planning, including portfolio management, retirement planning, and insurance solutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
10/23/2018 - Present
LPL Financial LLC (SPOKANE VALLEY WA)
WA
01/16/2014 - 10/23/2018
KESTRA INVESTMENT SERVICES, LLC (SPOKANE VALLEY WA)
WA
01/15/2010 - 01/17/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SPOKANE VALLEY WA)
WA
07/08/2005 - 01/25/2010
UBS FINANCIAL SERVICES INC. (SPOKANE WA)
NY
02/08/1996 - 07/28/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 02/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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