Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Phillip Morgan is a financial advisor registered with LPL Financial LLC. John is licensed to provide investment advice in Iowa. John has been in the securities industry since 2010. Prior to joining LPL Financial LLC, John was a financial advisor at VALIC FINANCIAL ADVISORS, INC. and Cambridge Investment Research, Inc. John has a wide range of experience in the financial services industry, including experience with investment companies, pension and profit-sharing plans, and corporations and other businesses. John is committed to providing his clients with personalized financial advice and strategies.
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.
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2
IA
03/09/2022 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
KS
09/04/2015 - 03/16/2022
VALIC FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)
IA
07/01/2013 - 08/28/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (CEDAR RAPIDS IA)
IA
01/10/2012 - 07/31/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (IOWA CITY IA)
TX
10/08/2002 - 10/13/2003
AMERICAN LANDMARK SECURITIES, INC. (IRVING TX)
TX
08/25/2000 - 07/18/2001
TEXAKOMA FINANCIAL, INC. (PLANO TX)
IA
Issued 10/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/24/2000
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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