Paul William Morse
Investment adviser representative at A.G.P / Alliance Global Partners
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- A.G.P. / Alliance Global PartnersSep 2020 to now
- Gladstone Wealth GroupJul 2016 to Sep 2020
- LPL Financial, LLCJul 2016 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, NJ, NY).
A.G.P / Alliance Global Partners
Legal name: A.G.P. / Alliance Global Partners, LLC
$2.9BAssets managed
7,490Clients
130Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2214972
- Firm CRD
- 8361