Morgan Marx (CRD# 6595524) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Bristol, CT and has over 8 years of experience in the finance industry. Morgan Marx 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.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synergy Independent Financial Solutions LP | Houston, TX | Apr 2018 - Current | 6 |
| Synfinsol, LLC | Houston, TX | Apr 2018 - Current | 6 |
| William Joseph Capital Management LLC | Houston, TX | Dec 2015 - Current | 8 |
| Morgan Marx - Self Employed | Houston, TX | Apr 2014 - Current | 10 |
| Schellinger Holding Group LLC | Houston, TX | Feb 2010 - Aug 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- TX
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Total Assets Under Management270MILLIONS
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Total Number of Accounts835ACCOUNTS
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Average Account Value$323,603
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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CT, FL, GA, IL, MA, ME, NC, NH, NY, PA, RI, SC, TX, VA, WI
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