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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 Ryan Davis is a financial advisor in San Diego, California with over 7 years of experience. Morgan Ryan Davis works with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Morgan Ryan Davis is affiliated with THE Wealth Consulting Group, a firm with over 100 employees and approximately $1 billion - $10 billion in assets under management. Morgan Ryan Davis is registered with the state of California and holds the following licenses: Series 6, Series 7, Series 63, Series 65, and SIE.
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.
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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CA
03/10/2021 - Present
THE Wealth Consulting Group (San Diego CA)
CA
01/02/2015 - 02/19/2021
CUSO FINANCIAL SERVICES, L.P. (San Diego CA)
CA
03/15/2014 - 01/08/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
IA
Issued 01/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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