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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Adam Morgan is an investment advisor representative with United Capital Financial Advisors, with offices in Great Falls, VA. Joseph has been in the industry since 2006 and has a Series 6, Series 63, and Series 65 license. Joseph has a CFP designation and specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Joseph is also a licensed insurance agent with United Capital Risk Management and teaches mediation services for Northern Virginia Mediation Services.
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.
Sub-adviser for other investment advisers
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.
A percentage of the total value of assets under management is charged.
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VA
07/01/2013 - Present
United Capital Financial Advisors (GREAT FALLS VA)
VA
11/10/2006 - 09/02/2008
WACHOVIA SECURITIES, LLC (GREAT FALLS VA)
IA
Issued 07/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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