Morgan Hankins

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2017 → 07/2022
  Infinex Investments, Inc.
  Meriden, CT
• 01/2017 → 03/2017
  Mass Mutual
  Memphis, TN
• 01/2016 → 12/2016
  Mississippi State University
  Starkville, MS
• 06/2013 → 12/2016
  Cappes Steakhouse
  Starkville, MS
• 04/2017 → 07/2022
  Bancorpsouth
  Memphis, TN
• 07/2022 → Present
  Lpl Financial
  Birmingham, AL
• 07/2022 → Present
  America's First Credit Union
  Birmingham, AL

Previous Registrations

• 2021-11-19 → 2022-07-05
  Osaic Institutions, Inc.
  Memphis, TN

Other Businesses

1)07/28/2022 - AmFirst Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2022

Exams

• S66 Uniform Combined State Law Examination
  2021-11-16

Other Names

• Morgan Miller
• Morgan Hankins