Paul
Morse
A.G.P. / Alliance Global Partners
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About this Advisor
Paul Morse is a certified financial planner operating out of New York, New York with 3 years of relevant experience. Morse is currently employed by A.G.P. / Alliance Global Partners. Throughout their career, Morse has worked at Wells Fargo Advisors LLC, Lpl Financial, LLC, A.G.P. / Alliance Global Partners and Gladstone Wealth Group. Morse has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey and New York. A.G.P. / Alliance Global Partners is a company that has its headquarters in Westport, CT. The investment advisory business has offices in 11 locations and a total of 267 financial advisors. It handles $1 billion in total assets between its 5,102 accounts, placing it among the larger firms in the nation by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 5,102 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets. A.G.P. / Alliance Global Partners provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely are based on the type of financial services offered. However, fees charged by A.G.P. / Alliance Global Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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A.G.P. / Alliance Global Partners Brokerage Details
$1,247,803,386
267
5,102
$244,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Paul Morse Work History
Paul has been registered as a financial advisor for 3 years.*
A.G.P. / Alliance Global Partners
Lpl Financial, LLC
Gladstone Wealth Group
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Morse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at A.G.P / Alliance Global Partners
Westport, CT
Boca Raton, FL
Westport, CT
New York, NY
Newport Beach, CA
New York, NY
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
