Eric Shawn Morgan
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 yearsExperience
3 statesRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Eric Shawn Morgan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
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
18 years in the industry.
- Raymond James Financial Services Advisors, Inc.Feb 2019 to now
- Desert Financial Credit UnionFeb 2019 to now
- Raymond James Financial Services, Inc.Feb 2019 to now
- Financial Advocates Advisory ServicesSep 2010 to Feb 2019
- LPL Financial LLCApr 2008 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
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
- 4640261
- Firm CRD
- 149018