Mendy Morgan (CRD# 4152738) is an Investment Advisor Representative working at The Ameriflex Group in Punta Gorda, FL and has over 16 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Delray Beach, FL | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Delray Beach, FL | Feb 2022 - Current | 2 |
| The Ameriflex Group, Inc. | Delray Beach, FL | Feb 2022 - Current | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2019 - Feb 2022 | 3 |
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2019 - May 2021 | 1 |
| Summit Brokerage Services, Inc. | Boca Raton, FL | Jan 2019 - Sep 2019 | < 1 |
| Homemaker | Grand Rapids, MI | Aug 2018 - Jan 2019 | < 1 |
| Summit Brokerage Services, Inc. | Boca Raton, FL | Jun 2018 - Aug 2018 | < 1 |
| Summit Financial Group Inc. | Boca Raton, FL | Jun 2018 - Aug 2018 | < 1 |
| Homemaker | Grand Rapids, MI | Aug 2017 - Jun 2018 | < 1 |
| Regulus Advisors LLC | Kentwood, MI | Jan 2017 - Aug 2017 | < 1 |
| Regal Investment Advisors, LLC | Kentwood, MI | Jan 2017 - Aug 2017 | < 1 |
| Royal Securities Company | Grandville, MI | Jan 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- FL
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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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