Brooke Morgan is a registered investment advisor, based in Houston, TX, with 9 years of industry experience.
Location
Houston, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Brooke works as an Internal Advisor Consultant at PT Asset Management, focusing on asset management. This role requires her full-time attention, including nearly full-time hours during trading hours.
Employment History
Current Registrations
Alps Distributors, INC.Broker
February 2025 - Present · 1 yr 2 mos
Alps Distributors, INC.
February 2025 - Present · 1 yr 2 mos
Pt Asset Management, LLC
April 2023 - Present · 3 yrs
Previous Registrations
Performance Trust Capital Partners, LLCBroker
April 2021 - January 2025 · 3 yrs 9 mos
Kestra Investment Services, LLCBroker
October 2020 - April 2021 · 6 mos
Kestra Advisory Services, LLC
October 2020 - April 2021 · 6 mos
Invesco Advisers, INC.
March 2019 - October 2020 · 1 yr 7 mos
Invesco Distributors, INC.Broker
January 2017 - October 2020 · 3 yrs 9 mos
State Registrations6 states
ARILLANMOKTX
AdvisorBroker
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Exams
No exam information available for this advisor.