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RM

Russell I. Morgan

Some features on this profile are disabled
CRD#: 4836040
RM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Russell Ivan Morgan II was a registered financial professional .

Russell is a previously registered financial professional and started their career in finance in 2004. Russell had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

December 22, 2017 - March 28, 2018

PROSPERITY ECONOMICS PARTNERS, LLC

RIA
CRD#: 148122
BIRMINGHAM, AL
Past

February 25, 2008 - December 23, 2015

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
HOMEWOOD, AL
Past

August 23, 2004 - December 23, 2015

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
HOMEWOOD, AL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/30/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/23/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/20/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PE
PROSPERITY ECONOMICS PARTNERS, LLC
ADVANCED CAPITAL GROUP | WISE MONEY STRATEGIES | SOVEREIGN WEALTH SOLUTIONS | R. S. MATTEI & COMPANY | PROSPERITY INTELLIGENCE | PROSPERITY ECONOMICS PARTNERS, LLC | PARTNERS FOR PROSPERITY, LLC | PARTNERS FOR PROSPERITY, INC. | PARTNERS FOR PROSPERITY | PARTNERS FOR FISCAL FITNESS | LIBERATED INVESTOR ADVISORS | KINGDOM CALLING | INNOVATIVE INSURANCE ADVISORS | FRANK THE INSURANCE MAN AGENCY | FINANCIAL TAILWINDS

CRD#: 148122 / SEC#: 801-69706

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Contact information

Main Address
Chicago, IL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PROSPERITY ECONOMICS PARTNERS, LLC

CRD#: 148122

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