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Detailed Report
MORGAN E MABRY
CRD#: 5758571
IA
Investment Adviser
CLIENT 1ST ADVISORY GROUPCRD#: 167790 678 DOUGLAS AVENUE
DUNEDIN, FL 34698
Registration History
2017201820192020202120222023202420252026IACLIENT 1ST ADVISORY GROUP (CRD# 167790)2024 - Present (1 year)IACLIENT 1ST ADVISORY GROUP (CRD# 167790)2017 - 2024 (6 years)
License(s)

State Registrations

IA
Florida 1/26/2024
IA
Mississippi 1/23/2024
Current Registration(s)
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CLIENT 1ST ADVISORY GROUP (CRD#:167790)
678 DOUGLAS AVENUE, DUNEDIN, FL 34698
Registered with this firm since 1/23/2024
Previous Registration(s)
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 05/09/2017 - 01/06/2024 CLIENT 1ST ADVISORY GROUP (CRD#:167790) CLEARWATER, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.