Sign In

Morgan Tarr

Morgan Tarr is the Director of Advisory Services at Delegate Advisors, a financial advisory firm with offices in Chapel Hill, NC and San Francisco, CA.13 She has been working in the financial industry for 18 years and has been with Delegate Advisors since August 5, 2013.1

Morgan Tarr's professional background includes:

  • Passed the Series 66 examination1
  • Registered to provide investment advice in California1
  • Previously worked at Fort Point Capital Partners, Internet Securities, Presidio Wealth Management, and Merrill Lynch Pierce Fenner & Smith1

In addition to her professional responsibilities, Morgan is actively involved in community service:

  • Serves on the board of directors for bay.org, San Francisco's largest watershed conservation group4
  • Received an Honorable Mention for the Community Service Award in the 2016 Invest in Others Community Leadership Awards4
  • Participated in the Leukemia & Lymphoma Society's 2021 Woman of the Year Team fundraising campaign5

Morgan Tarr is based in San Francisco, California2 and is known for her commitment to both her professional role and community involvement.

Highlights

Our Team | Delegate Advisors
Our Team | Delegate Advisors
Morgan Tarr Explains Where to Invest $100,000 Right Now to ...
Morgan Tarr Participates in Leukemia & Lymphoma Society's ...
Delegate's Morgan Tarr Recognized for Community Involvement
Delegate's Morgan Tarr Recognized for Community Involvement

Related Questions

What specific services does Morgan Tarr provide at Delegate Advisors?
How has Morgan Tarr's career evolved over the past 18 years?
What are some notable achievements or awards Morgan Tarr has received?
How does Morgan Tarr contribute to the community through his work?
What is the average client size that Morgan Tarr manages?
Morgan Tarr
Morgan Tarr, photo 1
Morgan Tarr, photo 2
Add to my network

Location

San Francisco, California