Charles Morgan
Charles Morgan is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lebanon, NH, with 27 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
31 Old Etna Rd, Ste N-4, Lebanon, NH, 03766
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the Vice President of CSF of Lebanon, assisting with fundraising for scholarships, and a managing member of Ahena Associates, LLC. He is also the President and sole shareholder of Charles F Morgan CPA PC, managing the CPA firm and providing tax and business consulting services, which takes about a quarter of his time. Charles is also a Notary Public.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations16 states
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