Darin Morgan, financial advisor Bonita Springs FL
90 score

Darin Morgan

CRD Number: 5413030
Current Firm: Ascendant Wealth Management

Darin Morgan (CRD# 5413030) is an Investment Advisor Representative working at Ascendant Wealth Management in Bonita Springs, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ascendant Wealth Management Bonita Springs, FL Jul 2007 - Current 9
Suntrust Bank Naples, FL Jan 2001 - Aug 2007 6

Darin Morgan has no recent exams reported.
Contact Info for Darin A. Morgan
Phone Number: 239-992-3900
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    98
    MILLIONS
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $638,796
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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