Julie Morgan (CRD# 4442645) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 18 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| A&i Wealth Management | Lone Tree, CO | Jan 2023 - Current | 1 |
| A & I Financial Services LLC | Lone Tree, CO | Jan 2009 - Current | 15 |
| Geneos Wealth Management Inc. | Lone Tree, CO | Jan 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- CO
-
Total Assets Under Management412MILLIONS
-
Total Number of Accounts1,783ACCOUNTS
-
Average Account Value$231,125
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, MI, NE, TX, UT
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