LM
Leonard Morgeson
from Crescent Advisor Group, Inc.
Leonard Morgeson is a financial advisor based in Texas, Plano,
with 41 years of experience. Leonard currently works for
Crescent Advisor Group, Inc..
Leonard maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Leonard Morgeson works at Crescent Advisor Group, Inc.
Crescent Advisor Group, Inc. is a financial advisory firm based in Plano, Texas. It currently has approximately $168,690,597 of assets under management and employs about 17 people. Crescent Advisor Group, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
28 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
4975 Preston Park Blvd., Suite 820, Plano, Texas, 75093
Advisor can help with
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