Wealth Advisor
CurrentSpecial needs families, providing a lifetime of care for their children and loved ones, deserve uniquely personal and professional financial guidance.
Jun 2020 - Present
AeroLeads people directory · profile
Alan Morgan Email & Phone Number
Financial Clarity for Entrepreneurs Raising Children with Special Needs
at
Morgan Wealth Management
1 work email found
@cpcllp.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Clarity for Entrepreneurs Raising Children with Special Needs
Location
Mooresville, North Carolina, United States
Who is Alan Morgan? Overview
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Quick answer
Alan Morgan is listed as Financial Clarity for Entrepreneurs Raising Children with Special Needs at Morgan Wealth Management, based in Mooresville, North Carolina, United States. AeroLeads shows a work email signal at cpcllp.com and a matched LinkedIn profile for Alan Morgan.
Alan Morgan previously worked as Wealth Advisor at Morgan Wealth Management and Wealth Associate at Carolina Planning Consultants. Alan Morgan holds Bachelor'S Of Science, Economics from University Of North Carolina At Charlotte.
Company email context
Email format at Morgan Wealth Management
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{first}.{last}@cpcllp.com
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AeroLeads found 1 current-domain work email signal for Alan Morgan. Compare company email patterns before reaching out.
Profile bio
About Alan Morgan
You invest your time, talent and treasure, I will shine light on your most meaningful financial decisions. Together, we can work to build wealth while reducing stress and clutter so you can pursue a full and generous life. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Investments, Securities Investment, Portfolio Analysis, Retirement Planning, and 18 others.
Current workplace
Alan Morgan's current company
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4 roles
Alan Morgan work experience
A career timeline built from the work history available for this profile.
Wealth Associate
Carolina Planning Consultants simplifies complex financial ideas to create an optimistic framework for clients to make progress toward their goals.
Mar 2011 - May 2020
Financial Services Representative
Support independent financial advisors through a unique relationship management platform assigning a primary point of contact for several Broker/Dealer operational functions. By taking responsibility for communication, research, and follow-through, Service360 members allow LPL Financial's advisors to focus more attention on their own clients and increase.
Jun 2005 - Mar 2011
Sports Desk Clerk
Prepare the scoreboard page within the sports section for print by compiling short game recaps, nightly scores, formatting and reviewing for accuracy.
Jun 2003 - Jul 2005
1 education record
Alan Morgan education
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University Of North Carolina At Charlotte
FAQ
Frequently asked questions about Alan Morgan
Quick answers generated from the profile data available on this page.
What company does Alan Morgan work for?
Alan Morgan works for Morgan Wealth Management.
What is Alan Morgan's role at Morgan Wealth Management?
Alan Morgan is listed as Financial Clarity for Entrepreneurs Raising Children with Special Needs at Morgan Wealth Management.
What is Alan Morgan's email address?
AeroLeads has found 1 work email signal at @cpcllp.com for Alan Morgan at Morgan Wealth Management.
Where is Alan Morgan based?
Alan Morgan is based in Mooresville, North Carolina, United States while working with Morgan Wealth Management.
What companies has Alan Morgan worked for?
Alan Morgan has worked for Morgan Wealth Management, Carolina Planning Consultants, Lpl Financial, and The Charlotte Observer.
How can I contact Alan Morgan?
You can use AeroLeads to view verified contact signals for Alan Morgan at Morgan Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Alan Morgan attend?
Alan Morgan holds Bachelor'S Of Science, Economics from University Of North Carolina At Charlotte.
What skills is Alan Morgan known for?
Alan Morgan is listed with skills including Investments, Securities Investment, Portfolio Analysis, Retirement Planning, Portfolio Management, Financial Analysis, Strategic Planning, and Coaching.
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