Joseph Morgan
Founder & CEO of Blue Harbor Benefits
- Role
- Financial Planner at Blue Harbor Benefits
- Location
- Towson, MD, US
- LinkedIn followers
- 500 followers
About Joseph Morgan
My passion is to help people achieve their business and financial goals. It has been my…
Experience
Financial Planner
Jan 2023 — Present
With over 30 years of financial services experience, Joe holds his Life and Health Insurance License and is also an Investment Advisor Representative and Registered Representative with Osaic. He holds his Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning as well as his Life Underwriters Training Council Fellow (LUTCF) designation through the American College. Joe is also a member of the Baltimore Health Underwriters Association.Joseph Morgan is a Registered Representative of Lincoln Financial Advisors Corp, a broker/dealer(member SIPC) and registered investment advisor. He is securities licensed in CA, DE, DC, FL, GA, MD, MA, NH, NY, NC, PA, SC, VA, and WV. CRN-53••••••••23Heritage Financial Consultants, LLC is not an affiliate of Osaic.
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