Robert Morgan
Robert Morgan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Galax, VA, with 4 years of industry experience. Robert 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
29 Melrose Lane, Galax, VA, 24333
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
Robert is a member of Morgan Financial Group LLC, offering various financial services, and a partner and wealth advisor at Morgan & Shinault Wealth Advisors. He is also an insurance agent with Avantax Insurance Agency, providing life, health insurance, and annuities, and an agent for Fixed Indexed Annuities, dedicating minimal time to the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations3 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.