Morgan Frees

from Addison Capital
SEC regulated
Regulated Investment Advisor
Morgan Frees is a financial advisor based in Pennsylvania, Conshohocken, with 14 years of experience. Morgan currently works for Addison Capital. Morgan maintains a S66 license (Uniform Combined 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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Morgan Frees works at Addison Capital
Addison Capital is a financial advisory firm based in Conshohocken, Pennsylvania. It currently has approximately $324,840,142 of assets under management and employs about 4 people. Addison Capital uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
20 Ash Street, Suite 330, Conshohocken, Pennsylvania, 19428

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