Terrence Morgan is a registered investment advisor at Ok401k, INC., based in Oklahoma City, OK, with 27 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 139 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
3030 NW Expressway, Suite 300, Oklahoma City, OK, 73112
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terrence is an independent insurance agent, selling and servicing fixed insurance products since 2013. He is also an officer/agent for OK401K, providing insurance, employment benefits, and 401k sales and service since 2008.
Employment History
Current Registrations
Ok401k, INC.
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Walnut Street Securities, INC.Broker
Farmers Financial Solutions, LLCBroker
Princor Financial Services CorporationBroker
State Registrations2 states
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.