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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Dawn Morgan is a financial advisor with Cambridge Investment Research Advisors, Inc.. Robin is an active investment advisor representative in Mississippi and Texas. Robin has over 30 years of experience in the financial services industry. Robin has a background in investment advisory services. Robin has been with Cambridge Investment Research Advisors, Inc. since 2012. Prior to that, Robin worked for Mutual Service Corporation, Walnut Street Securities, Inc., Fortis Investors, Inc., SunAmerica Securities, Inc., IFG Network Securities, Inc., and Planned Investments Inc. Robin has a Series 6, 7, 63, 65, and 66 license.
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
MS
03/20/2017 - Present
Cambridge Investment Research Advisors, Inc. (MADISON MS)
MS
10/06/2003 - 09/02/2009
MUTUAL SERVICE CORPORATION (RIDGELAND MS)
CA
01/02/1998 - 10/10/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
01/29/1997 - 12/31/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
AZ
06/06/1995 - 01/04/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
01/05/1993 - 06/02/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
03/18/1992 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
GA
11/25/1991 - 03/17/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BOTH
Issued 02/20/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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