Charles Freeman Morgan
Investment adviser representative at Cetera Investment Advisers LLC
29 yearsExperience
1 stateRegistered in
PFSDesignation
$256.8BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Cetera Investment Advisers LLCNov 2022 to now
- Cetera Financial Specialists LLCNov 2022 to now
- Charles F Morgan Cpa PcNov 1997 to now
- Securities America Advisors, Inc.Jan 2005 to Nov 2022
- Securities America, Inc.Feb 2003 to Nov 2022
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NH).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 3167585
- Firm CRD
- 105644