David Morgan, financial advisor Palm Coast FL

David Morgan

CRD Number: 1162104
Current Firm: Reap In Wealth Management, LLC

David Morgan (CRD# 1162104) is an Investment Advisor Representative working at Reap In Wealth Management, LLC in Palm Coast, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Reap In Wealth Management, LLC Jacksonville, FL Apr 2011 - Current 12
Reap, LLC St. Augustine, FL Mar 2004 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David Morgan
Phone Number: 855-904-7327
Registered State(s):
  • CA
  • FL
  • GA
  • IL
Current Firm Details
Reap In Wealth Management, LLC
Firm's CRD Number: 146512
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $117,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IL

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