Derse Morgan

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

11330 Vanstory Dr Ste 114E, Huntersville...

Phone Number

(704) 897-0487

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Derse Morgan

Simplicity is a financial advisory firm dedicated to making financial advice approachable and understandable for clients. They aim to alleviate the worries associated with financial decisions, helping clients enjoy their present while preparing for the future. Their typical clients seek trustworthy, unbiased, and empathetic guidance to navigate their financial goals. The firm offers complimentary initial meetings to discuss clients' needs and how they can assist in achieving financial stability.Explore more
Derse Morgan's Social MediaPopular SearchesDerse MorgenDerse Morgen Financial AdvisorsDerse Morgen Incdersemorgen.comDerse Morgan Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Derse Morgan Org Chart

PhoneEmail
RM
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Manager, Client Services

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Derse Morgan

<$5M
1-10
Private
-
2005
RM
Rebekah MillerManager, Client Services
<$5M
1-10
Private
-
-
TK
Thomas KijowskiInvestment Management & Insurance Professional
<$5M
1-10
Private
-
1990
SM
Samuel MoorheadPortfolio Manager
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
2005
AG
Ahuva GruenChief Financial Officer
<$5M
1-10
Private
-
2016
CC
Cindy CoupalWealth Management Coordinator
<$5M
1-10
Private
-
-
RF
Rick FischerFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Derse Morgan is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Derse Morgan is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Derse Morgan.

Derse Morgan Tech Stack

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Frequently Asked Questions Regarding Derse Morgan

What is Derse Morgan's official website?
Derse Morgan's official website is www.dersemorgen.com
What is Derse Morgan's Revenue?
Derse Morgan's revenue is <$5 Million
What is Derse Morgan's SIC code?
Derse Morgan's SIC: 62,628
What is Derse Morgan's NAICS code?
Derse Morgan's NAICS: 52,523
How many employees does Derse Morgan have?
Derse Morgan has 1-10 employees
What industry does Derse Morgan belong to?
Derse Morgan is in the industry of: Finance, Securities Trading
What is Derse Morgan competition?
Derse Morgan top competitors include: Kijowski Investments, Mainsail Advisor Group, Nobile Hinchey Private Wealth Management, Joe Jabar
What companies has Derse Morgan acquired?
Derse Morgan has acquired the companies: Bradley & Bradley Associates, The Alpha Group Agency, The Paradigm Group, Triad Financial Advisors
What technology does Derse Morgan use?
Some of the popular technologies that Derse Morgan uses are: Cloudflare Website Optimization, Smarsh, Acuity Scheduling, Google Tag Manager
How do I contact Derse Morgan?
Derse Morgan contact info: Phone number: (704) 897-0487 Website: www.dersemorgen.com
What does Derse Morgan do?

Simplicity is a financial advisory firm dedicated to making financial advice approachable and understandable for clients. They aim to alleviate the worries associated with financial decisions, helping clients enjoy their present while preparing for the future. Their typical clients seek trustworthy, unbiased, and empathetic guidance to navigate the... ir financial goals. The firm offers complimentary initial meetings to discuss clients' needs and how they can assist in achieving financial stability.Read More

What are Derse Morgan social media links?
Derse Morgan Linkedin page Derse Morgan Twitter page Derse Morgan Facebook page
Is Derse Morgan a public company?
Derse Morgan is private company therefore does not currently have an official ticker symbol
See more information about Derse Morgan

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