Catherine M. Morgan
Professional summary
Catherine Marie Morgan, CFP®, who also goes by Catherine M Creed, Catherine Marie Creed, Catherine M Morgan, is a registered financial advisor currently at ACCESS PLANNING PARTNERS, LLC located in Alpharetta, Georgia.
Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Catherine has worked at 2 firms and has passed the Series 65 exam.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Catherine Marie Morgan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
October 2, 2018 - Present
ACCESS PLANNING PARTNERS, LLC
July 1, 2016 - February 23, 2018
ELM3 FINANCIAL GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/2/2018)
Current Firm
ACCESS PLANNING PARTNERS, LLC
CRD#: 298301 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 20,155,553 |
Red Flags
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