Advisor at Retirement Financial Group, LLC
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Firm
Retirement Financial Group, LLC
Location
Beaumont, TX 77706
Credentials
Series 65
Industry experience
7 years
Erik Morgan is a financial advisor at Retirement Financial Group, LLC with seven years of industry experience. He holds a Series 65 credential and has worked with AE Wealth Management, LLC and Retirement National. Outside of his advisory roles, he co-owns a direct sales skincare business with his spouse. Retirement Financial Group, LLC manages approximately $153 million in client assets through a three-advisor team, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management along with consulting and financial planning services, utilizing model portfolios and sub-advisers to tailor investment strategies to clients’ objectives and risk tolerance.
Up to $500 per hour, negotiable
Account minimum: $250,000
1090 Longfellow Dr.
Beaumont, TX 77706
Louisiana · Texas
Retirement Financial Group, LLC
2022 - Present (4 years)
Retirement Financial Group, LLC
2022 - Present (4 years)
AE Wealth Management, LLC
2018 - Present (8 years)
Retirement National
2017 - Present (9 years)
EK Morgan Enterprises LLC
2015 - Present (11 years)
Motiva Enterprises
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Beaumont, TX
Spindletop Commonwealth Advisors LLC
Series 63
Lumberton, TX
R & R Financial Services, LLC
Series 65
Beaumont, TX
Asset Growth Associates Wealth Advisors
Series 63, Series 66
Beaumont, TX
Asset Growth Associates Wealth Advisors
Series 65
Beaumont, TX
Retirement Financial Group, LLC
Series 63, Series 65
Beaumont, TX
Retirement Financial Group, LLC
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