Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Lawrence is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Morgan has been in the financial services industry since 2019. Morgan is registered in multiple states and has a Series 7, 63, 65, and SIE license. Morgan's office is located in Morgantown, WV and she is also licensed to conduct business in Pennsylvania and Texas. Morgan's focus is on providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WV
03/29/2019 - Present
Cambridge Investment Research Advisors, Inc. (Morgantown WV)
BC
Issued 02/21/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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