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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Everett is a financial advisor with Brighton Jones LLC, a firm that provides investment advice to individuals, families, and institutions. Morgan is a Certified Financial Planner™ professional and holds the Series 7, Series 66, and SIE licenses. Morgan has over five years of experience in the financial services industry. Morgan's previous experience includes working at RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Charles Schwab & Co., Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
02/02/2024 - Present
Brighton Jones LLC (SEATTLE WA)
DE
08/04/2022 - 06/08/2023
RBC CAPITAL MARKETS, LLC (WILMINGTON DE)
CT
10/12/2020 - 09/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
CT
09/14/2018 - 09/18/2020
CHARLES SCHWAB & CO., INC. (Stamford CT)
BOTH
Issued 10/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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