Wayne Morgan, financial advisor Winston Salem NC
90 score

Wayne Morgan

CRD Number: 1294737
Current Firm: Novant Asset Management, LLC

Wayne Morgan (CRD# 1294737) is an Investment Advisor Representative working at Novant Asset Management, LLC in Winston Salem, NC and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Novant Asset Management, Llc D/b/a Tanglewood Asset Managemetn Winston-salem, NC Oct 2007 - Current 10
Tanglewood Asset Management LLC Winston-salem, NC Apr 2002 - Oct 2007 5

Wayne Morgan has no recent exams reported.
Contact Info for Wayne F. Morgan
Phone Number: (336) 277-6605
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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

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