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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Morgan is a financial advisor with over 40 years of experience in the financial services industry. John has been with Raymond James Financial Services Advisors, Inc. since 2009, and has previously worked with Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Lowry Financial Services Corporation, and Cardell & Associates, Incorporated. John is registered with FINRA and the Securities Investor Protection Corporation (SIPC). John holds the Series 7, 22, 24, 51 and 63 licenses. John also has a significant number of registered states with the state of Texas being one of them.
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
LA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (METAIRIE LA)
NA
02/01/1991 - 04/15/1998
ROYAL ALLIANCE ASSOCIATES, INC.
AZ
11/19/1989 - 04/15/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/19/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/26/1984 - 02/27/1987
LOWRY FINANCIAL SERVICES CORPORATION
NA
02/15/1984 - 08/06/1984
CARDELL & ASSOCIATES, INCORPORATED
BC
Issued 11/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/11/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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