Morgan Carter Frees

Overview

Morgan Carter Frees is an insurance agent, a registered representative and an investment adviser representative based in PA, with 15 years in the industry.

Years in the industry

15

States licensed

3

States registered

2

Carrier appointments

40

Contact

1 business email and 3 phone numbers on file

Registrations and licenses

• Licensed in 3 states
• Registered in 2 states

• Producer
• Series 66
• Series 7TO
• SIE

4 lines of authority, with every state and its dates

Firms

• Nest Investments BD LLCCurrent firm
• Addison CapitalCurrent firm

Employment history since 2021

Carriers

40 active carrier appointments

Book and practice

Firm assets under management on file