Morgan Lemaitre (CRD# 6050496) is an Investment Advisor Representative working at Mgo One Seven in Beachwood, OH and has over 11 years of experience in the finance industry. Morgan Lemaitre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park City Wealth Advisors | Park City, UT | Jan 2023 - Current | < 1 |
| Mgo One Seven Llc Operating As Park City Wealth Advisors | Beachwood, OH | Oct 2019 - Current | 4 |
| Park City Family Office | Park City, UT | Oct 2019 - Dec 2022 | 3 |
| International Assets Advisory, LLC | Park City, UT | Oct 2019 - Aug 2020 | < 1 |
| Park City Ice Arena | Park City, UT | Feb 2016 - Dec 2019 | 3 |
| Raymond James & Associates, Inc. | Salt Lake City, UT | Nov 2015 - Oct 2019 | 3 |
| Raymond James & Associates, Inc. | Salt Lake City, UT | Nov 2015 - Oct 2019 | 3 |
| Finra | Salt Lake City, UT | May 2016 - Aug 2019 | 3 |
| Goldman, Sachs & Company | Salt Lake City, UT | Feb 2014 - Nov 2015 | 1 |
| Ubs Financial Services Inc. | Park City, UT | Aug 2012 - Feb 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- OH
- TX
- UT
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Total Assets Under Management2,430MILLIONS
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Total Number of Accounts10,151ACCOUNTS
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Average Account Value$239,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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