Robert Morgan
Robert Morgan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbia, TN, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
111 E. 6th Street, Columbia, TN, 38401
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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.
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Robert owns rental real estate property since 2012, spending minimal time finding tenants and collecting rent. This activity is investment-related.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
State Registrations14 states
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