Franklin Morgan is a registered investment advisor, based in Oley, PA, with 27 years of industry experience.
Location
449B Main Street, Oley, PA, 19547
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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
Franklin co-owns rental property in Boyertown, PA, dedicating minimal time. He is also President/Advisory Rep of Morgan Financial, Inc., dedicating nearly full-time hours, and an independent insurance agent for various companies, spending a few hours per week. Finally, he is an LLC member of Lazy B Bar and Cafe, spending about 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Morgan Financial Incorporated
Previous Registrations
Morgan Financial
MML Investors Services, INC.Broker
State Registrations6 states
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