Morgan Fippinger (CRD# 6687100) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in San Diego, CA and has over 7 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Wealth Advisory Inc. | San Diego, CA | Jul 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | San Diego, CA | Jul 2016 - Current | 7 |
| Charles Schwab Bank | Seal Beach, CA | Jul 2016 - Jul 2022 | 6 |
| Cvs Health Corporation | Costa Mesa, CA | Dec 2015 - Jun 2016 | < 1 |
| Unemployed | Fullerton, CA | Oct 2015 - Dec 2015 | < 1 |
| California State University Fullerton | Fullerton, CA | Jul 2013 - Oct 2015 | 2 |
| Full Time Student At California State University Fullerton | Fullerton, CA | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.