David Hugh Morgan

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

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

• 01/2015 → 03/2017
  Metlife Securities Inc.
  Atlanta, GA
• 03/2017 → Present
  Mml Investors Services, Llc
  Peachtree Corners, GA
• 07/2016 → Present
  Massmutual Life Insurance Company
  Peachtree Corners, GA

Previous Registrations

• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Stone Mountain, GA
  Atlanta, GA
• 2003-02-20 → 2015-01-02
  New England Securities
  Atlanta, GA
  Atlanta, GA
  Alpharetta, GA

Other Businesses

Name: David H Morgan Inv Related: Y Addr: 3720 DaVinci Court Ste 150 Peachtree Corners GA 30092 Nature: Individual Life Position: Agent Start: 10/01/2019 NO HRS/MO: 20 NO HRS/MO dur Trading: 15.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-12-11

Designations

• Chartered Financial Consultant