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Dan Edward Morgan

SECURE INVESTMENT MANAGEMENT, LLC·TUCSON, Arizona
SECURE INVESTMENT MANAGEMENT, LLC
3067 W. INA RD., TUCSON, AZ 85741CRD# 6848708Firm CRD# 141195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dan Edward Morgan · TUCSON, AZ
Registration
CRD #6848708 · SECURE INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Dan Edward Morgan is a registered financial advisor based in TUCSON, Arizona, affiliated with SECURE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SECURE INVESTMENT MANAGEMENT, LLC
SECURE INVESTMENT MANAGEMENT, LLC
AUM
$32M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SECURE INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6848708
Firm CRD# 141195
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dan Edward Morgan offer?
Dan Edward Morgan specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Dan Edward Morgan's credentials?
Dan Edward Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan Edward Morgan located?
Dan Edward Morgan is based in TUCSON, Arizona, working with SECURE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Dan Edward Morgan charge for services?
Dan Edward Morgan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURE INVESTMENT MANAGEMENT, LLC?
SECURE INVESTMENT MANAGEMENT, LLC has approximately 12 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SECURE INVESTMENT MANAGEMENT, LLC

Kenneth Lepore
TUCSON, AZ
Brent Matthew
TUCSON, AZ
Joshua David Mellberg
TUCSON, AZ
Otto Ramon Bohon
TUCSON, AZ
David Michael Robinson
TUCSON, AZ

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