Gary Ellwood Morgan

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → 09/2024
  Lpl Financial Llc
  Pearland, TX
• 09/2024 → Present
  Raymond James Financial Services, Inc.
  Friendswood, TX
• 09/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Friendswood, TX

Previous Registrations

• 2010-04-05 → 2024-10-14
  Lpl Financial Llc
  Friendswood, TX
  Pearland, TX
  Pearland, TX

Other Businesses

(1)Name of Business: Keystone Aviation Address: Hobby Airport, Houston, TX, 77304, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 01/15/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2)Name of Business: Oak Crest Advisors. LLC Address: 17806 W Interstate 10 Ste 300, San Antonio, TX, 78257-8222, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/30/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor (3) Keystone Financial Group, 17806 W Interstate 10 Ste 300, San Antonio, TX, Support Company - Owner, Associate/Employee, Other, Investment Related: No 06/01/2008, HPM: 81+, HPM Trade Hrs: 41+ , Duties: Financial Advisor and Partner

Exams

• S66 Uniform Combined State Law Examination
  2010-04-01
• S63 Uniform Securities Agent State Law Examination
  1994-12-07

Other Names

• Gary E Morgan
• Gary Morgan
• Jr Gary E Morgan