William Henry Morgan

William Henry Morgan is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..

Registration history (9)

FirmFromToCurrent
DEMPSEY LORD SMITH, LLC2026-01-162026-04-03
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.2025-11-24presentYes
DEMPSEY LORD SMITH, LLC2018-08-142025-12-31
STRATOS WEALTH PARTNERS, LTD2012-05-032013-10-01
LPL FINANCIAL LLC2011-10-112018-08-27
UVEST FINANCIAL SERVICES GROUP, INC.2009-01-152011-10-11
FIRST HORIZON ADVISORS, INC.2007-07-272009-01-02
WADDELL & REED2006-07-192007-06-19
EQUITABLE ADVISORS, LLC2005-12-142006-04-13

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