Valerie J Morgan

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B 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

• 08/1988 → Present
  Ameriprise Financial Services, Inc.
  Portland, ME

Previous Registrations

• 1997-07-08 → 2017-04-10
  Ameriprise Financial Services, Llc
  Dover, NH
  Portsmouth, NH

Other Businesses

(1) Name of Organization,: Valerie J Morgan Revocable Trust Position/Title Owner/Propretor Date of Affiliation: 09/01/2020 Full Address 18 Melody Terrace City: Dover State: New Hampshire Nature of business: Own 2 rental properties. Duties/Responsibilities Renting, and maintaining the property. Is this an investment-related activity? Yes. Hours per month devoted to this business? 2. Hours per month during trading hours devoted to this business: 0.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-09-15

Designations

• Certified Financial Planner

Other Names

• Valerie Jean Morgan
• Valerie Jean Pomerleau
• Valerie Jean Pomerleau