Douglas Eugene Morgan
Investment adviser representative at Ameriprise Financial Services, LLC
21 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
21 years in the industry.
- Ameriprise Financial Services, IncApr 2019 to now
- LPL Financial LLCFeb 2018 to Apr 2019
- Invest Financial CorpMay 2017 to Apr 2019
- Infinex Investments, Inc.Jun 2008 to Apr 2017
- Skyline National BankFeb 2005 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 4480828
- Firm CRD
- 6363