Francis Jerome Steighner Jr
Professional Summary
Francis Jerome Steighner JR, who also goes by F J Morgan, Fran Morgan, Fran Steighner, Morgan Steighner, is a registered financial advisor currently at INSPEREX LLC located in Delray Beach, Florida. Francis is registered as a RR (Registered Representative) and started their career in finance in 1986. Francis has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
F J Morgan, Fran Morgan, Fran Steighner, Morgan Steighner
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL NORTHEASTERN | INTEGRATED INVESTMENTS, L.L.C. | INTEGRATED CAPITAL, LLC | INSPEREX LLC | INSPEREX | INCAPITAL, LLC | INCAPITAL LLC | INCAPITAL
Contact Information
Main Address
25 Se 4th Avenue Suite 400, Delray Beach, FL 33483Mailing Address
25 Se 4th Avenue Suite 400, Delray Beach, FL 33483Phone Number
(312) 379-3700Established
Delaware since 09/01/2023Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INCAPITAL HOLDINGS LLC | MEMBER: VOTING | — |
| BARBAR, GEORGE ELIAS ANTHONY | CHIEF COMMERCIAL OFFICER | 4557730 |
| BUSSCHER, ARNOLD BRADLEY | CHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL AND INTERIM CHIEF COMPLIANCE OFFICER | 2213934 |
| CARRELS, CHRISTINE ANN | CHIEF MARKETING OFFICER | 6651750 |
| DEEG, ADITI DAVARE | CHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP | 4279152 |
| ELLIOTT, LAURA SUE | PRESIDENT | 2125558 |
| LEHRMAN, IRA | CHIEF TECHNOLOGY OFFICER | 2577289 |
| MITCHELL, SCOTT ALEXANDER | CHIEF EXECUTIVE OFFICER | 4717597 |
| NICHOLSON, MARSHALL ALLEN | HEAD OF STRATEGIC INITIATIVES | 4585471 |
| TOLAR, JOHN M | HEAD OF FIXED INCOME SALES & TRADING | 3075402 |
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/1/2022)
(2/14/2022)
(2/1/2022)
(2/1/2022)
(2/14/2022)
(2/14/2022)
(2/11/2022)
(2/1/2022)
(2/1/2022)
(2/14/2022)
(9/16/2024)
(2/14/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Francis Jerome Steighner JR's CRS (Customer Relationship Summary).
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