Terrence O. Morgan
Professional summary
Terrence O'reilly Morgan, AIF®, who also goes by Terrance O Morgan, Terry Morgan, is a registered financial advisor currently at OK401K, INC. located in Oklahoma City, Oklahoma.
Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Terrence has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terrence O'reilly Morgan's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 12, 2017 - Present
OK401K, INC.
Office #1: 3030 Nw Expressway Suite 300, Oklahoma City, OK 73112January 9, 2014 - December 31, 2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
January 6, 2014 - December 31, 2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
April 16, 2008 - January 7, 2014
WILBANKS SECURITIES ADVISORY
August 12, 2003 - January 7, 2014
WILBANKS SECURITIES, INC.
October 11, 2001 - August 28, 2003
WALNUT STREET SECURITIES, INC.
November 20, 2000 - September 12, 2001
FARMERS FINANCIAL SOLUTIONS, LLC
July 29, 1998 - October 24, 2000
PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/12/2017)
(5/8/2018)
Exams
Current Firm
OK401K, INC.
CRD#: 286410 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 139 |
| AUM (Assets Under Management) | $ 65,072,661 |
Red Flags
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