Michael
Morgan
Global Retirement Partners LLC
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About this Advisor
Michael Morgan is a financial advisor based in Sherman, Texas, working with Global Retirement Partners LLC. Michael has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, Kestra Financial, Inc, Lpl Financial, LLC, and Global Retirement Partners LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma, Texas, and Virginia. Currently, Michael is part of Global Retirement Partners LLC, which operates out of Sherman, Texas. The firm has 193 offices and 505 employees. The firm manages assets totaling $140.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$140,720,840,748
505
28,908
$4,867,886
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Morgan Work History
Lpl Financial, LLC
Global Retirement Partners LLC
Kestra Financial, Inc
Bank Of America,Na
Merrill Lynch, Pierce, Fenner & Smith Inc
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 Global Retirement Partners LLC
Sandy, UT
Denver, CO
Austin, TX
San Rafael, CA
San Rafael, CA
Cleveland, OH
Mercer Island, WA
Pittsburgh, PA
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