Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Morgan Webb, financial advisor Coppell TX
96 score

Morgan Webb

CRD Number: 5417304
Current Firm: Cfo4life, LP

Morgan Webb (CRD# 5417304) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 9 years of experience in the finance industry. Morgan Webb 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.

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Professional Designations
Company Name Location Dates Years
Ausdal Financial Partners Davenport, IA Nov 2013 - Current 2
Cfo4life Coppell, TX Nov 2013 - Current 2
H.d. Vest Advisory Services Hurst, TX Feb 2011 - Oct 2013 2
H.d. Vest Investment Services Hurst, TX Aug 2007 - Oct 2013 6
Wakeley Financial Hurst, TX Mar 2007 - Oct 2013 6
Homemaker Hurst, TX Oct 2006 - Mar 2007 < 1
Kirby's Steakhouse Southlake, TX Oct 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
Contact Info for Morgan J. Webb
Phone Number: 214-637-9500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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