Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Edwards is an investment advisor representative with Cambridge Investment Research Advisors, Inc. located in San Antonio, Texas. Morgan has been in the industry since 1994. Morgan is also registered as an investment advisor representative in several other states including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas and Washington. Morgan's previous affiliations include KESTRA INVESTMENT SERVICES, LLC and VOYA FINANCIAL ADVISORS, 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.
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
TX
05/31/2024 - Present
Cambridge Investment Research Advisors, Inc. (San Antonio TX)
TX
03/14/2022 - 04/29/2024
KESTRA INVESTMENT SERVICES, LLC (San Antonio TX)
TX
01/03/2011 - 03/17/2022
VOYA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
02/25/1994 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (SAN ANTONIO TX)
CT
08/12/1999 - 09/23/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
02/25/1994 - 05/01/1994
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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