Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Crawford is a financial advisor with over 6 years of experience in the industry. Morgan holds the Series 7, 66, and SIE licenses and is a Certified Financial Planner. Morgan is registered with the state of South Carolina and has been with Headland Capital since 12/2024. Prior to joining Headland Capital, Morgan was an advisor with LPL Financial LLC. Morgan specializes in working with high-net-worth individuals, corporations, and charitable organizations. Morgan provides financial planning, portfolio management, and pension consulting 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.
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.
1
2
SC
12/20/2024 - Present
Headland Capital (MT. PLEASANT SC)
BOTH
Issued 07/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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