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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Ellwood Morgan has been a registered investment advisor for 29 years. Gary has a history of working for various financial services companies, including Thrivent Investment Management Inc. and IDS Life Insurance Company. Gary's experience in the financial services industry spans across multiple states, and Gary has served as a licensed agent in Texas, Indiana, Louisiana, California, Florida, Virginia, Colorado, Illinois, New York, Pennsylvania, and Washington. Gary currently works at Raymond James Financial Services Advisors, Inc. in San Antonio, TX.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
09/30/2024 - Present
Raymond James Financial Services Advisors, Inc. (San Antonio TX)
MA
01/03/2003 - 12/31/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
01/31/1996 - 01/09/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
10/21/1994 - 05/16/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/21/1994 - 05/16/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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