Michael
Morgan

Corecap Advisors

CRD#1152434
Investment Advisor
in Hurst, TX

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About this Advisor

Michael Morgan is a chartered financial consultant operating in Hurst, Texas with 4 years of relevant experience. Morgan is currently employed by Corecap Advisors. During their career, Morgan has held roles at Total Benefit Services, Inc, World Equity Group, Inc, Corecap Investments and Corecap Advisors. Morgan has a Series 63 license, designating them as a securities representative, and can serve investors in Louisiana, New Mexico and Texas. Corecap Advisors is a financial advisory company that has its headquarters in Southfield, MI. It has offices in 40 locations and a total of 121 employees. It has $2 billion in total assets across its 7,757 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 7,757 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in investable assets. Corecap Advisors offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the financial services provided. However, fee types billed by Corecap Advisors likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

860 Airport Road, Suite 210
Hurst, TX 76054

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Corecap Advisors Brokerage Details

Total Assets Under Management

$1,957,268,517

TX Average: $943,424,332
Total Number of Employees

121

TX Average: 21
Total Number of Accounts

7,757

TX Average: 1,586
Average Account Size

$252,323

TX Average: $594,845

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
  • Educational seminars/workshops

Michael Morgan Work History

Michael has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Corecap Investments

2019 - Present (5 years)

Corecap Advisors

1981 - Present (43 years)

Total Benefit Services, Inc

2019 - 2019 (< 1 year)

World Equity Group, Inc

*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 Michael Morgan 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 Corecap Advisors

Daniel Cronin
Southfield, MI
David Howard
Southfield, MI
Daniel Laginess
Southfield, MI
Paul Costa
Saginaw, MI
Daniel Simon
Southfield, MI
Steven Conners
Southfield, MI
Alison Slezak
Glen Mills, PA
William Spear
Orland Park, IL

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.

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