Robert has served in the financial services industry for over 15 years and is Series 6, 7 63 and 66 registered with LPL Financial. He is licensed in life, health and variable services.
A life-long Alaskan and an avid hunter, fisherman and outdoor enthusiast. He has a strong passion for exploring all that Alaska has to offer. He stays busy in the winter months playing hockey and traveling. In the summer, he enjoys softball and being outdoors. He and his wife have deep roots in Alaska and are proud to call this place home.
Robert also has a passion to help people better their financial futures by creating a long term strategy in line with each unique situation. He is ready to sit with you, hear your hopes and dreams and together build a plan that will carry you through your future.
Contact Robert today
Tel: (907) 745-9182
501 N Main Street Ste. 140
Wasilla, AK 99654
CA Ins. License #: 0M45020
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Robert Morgan is a Financial Advisor with LPL Financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA-SIPC). Insurance products are offered through LPL or its licensed affiliates. Matanuska Valley Federal Credit Union and Matanuska Valley Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Matanuska Valley Financial Services, and may also be employees of Matanuska Valley Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Matanuska Valley Federal Credit Union or Matanuska Valley Financial Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.