Gary Morgan is a registered investment advisor, based in San Antonio, TX, with 30 years of industry experience.
Location
17806 W Interstate 10, Suite 300, San Antonio, TX, 78257
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gary is a professor/teacher at Keystone Aviation since 2006, dedicating minimal time. He is also an independent contractor for Oak Crest Advisors, LLC, taking about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2024 - Present · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
LPL Financial LLC
April 2010 - October 2024 · 14 yrs 6 mos
LPL Financial LLCBroker
January 2005 - October 2024 · 19 yrs 9 mos
MML Investors Services, INC.Broker
January 2003 - December 2004 · 1 yr 11 mos
Thrivent Investment Management INC.Broker
January 1996 - January 2003 · 7 yrs
American Express Financial Advisors INC.Broker
October 1994 - May 1995 · 7 mos
Ids Life Insurance CompanyBroker
October 1994 - May 1995 · 7 mos
State Registrations13 states
COFLILINLANYOHOKPATXVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.