Office Address:

Directions to Office:

From Charlotte - 77 North to Exit 28

Phone Number:

Website:

Degree(s):

BA - Economics & Finance - Hollins University

Insurance Accepted:

N/A

Areas of Expertise:

Comprehensive Financial Planning, Money Management Strategies, Asset Management, Pre and Post Divorce Planning

Professional Organizations/Affiliations:

Transamerica Financial Advisors, Inc. (TFA)

Background Information:

Fully licensed Financial Advisor (Series 7,66,Life&Health,LTC,AAMS)available. Investment Advisor Representative of and Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA (www.finra.org), SIPC (www.sipc.org) and Registered Investment Advisor. Non-securities products and services are not offered through TFA. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, Cristen Morgan may only provide services to individuals residing in the following states where she is licensed: MD, NC, SC & VA.
LD25790-03/12