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Ronald Glenn Morgan

Archer Investment Corp.

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About Ronald Glenn Morgan

Ronald Morgan is a financial advisor at Archer Investment Corp., based in Carmel, Indiana. Ronald Morgan has been in the financial services industry since 1993, and has experience with both individual and institutional clients. Ronald Morgan holds the Series 6 and Series 63 licenses. Ronald Morgan also holds the SIE license and is a Personal Financial Specialist. Ronald Morgan specializes in investment management, financial planning, and pension consulting.

Firm Information

Ronald Morgan is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Morgan’s Registration & Firm History

AK

02/03/2022 - Present

Archer Investment Corp. (Wasilla AK)

AK

12/19/2006 - 02/08/2022

AVANTAX INVESTMENT SERVICES, INC. (WASILLA AK)

FL

01/07/2002 - 12/31/2004

SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)

TX

01/28/1993 - 01/04/2002

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

BC

Issued 12/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/24/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Glenn Morgan.
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