Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Rissel Tarr is an investment advisor representative with Delegate Advisors, LLC. Morgan has been in the industry since 2004. Morgan has a Series 7 and a Series 66 license. Morgan is also registered with the state of California. Morgan's previous employers include Internet Securities and Presidio Capital Advisors, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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NC
05/08/2013 - Present
Delegate Advisors, LLC (CHAPEL HILL NC)
CA
08/17/2010 - 11/07/2011
INTERNET SECURITIES (OAKLAND CA)
CA
05/22/2006 - 06/19/2008
PRESIDIO CAPITAL ADVISORS, LLC (SAN FRANCISCO CA)
CA
04/19/2004 - 05/09/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 05/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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