Morgan Hatten
Morgan Hatten is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bethesda, MD, with 13 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
4800 Hampden Lane, Suite 101, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Morgan is the Founder and President of Love Inspires Friendship and Triumph Corporation, a non-profit, spending minimal time on filing taxes, monitoring the bank account, and engaging with members. Morgan also works as an Associate/Employee for The Meakem Group, dedicating about half their time to supporting the branch manager.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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