Morgan Wealth Management, Inc.

Morgan Wealth Management, Inc. (CRD# 147128) is a financial advisory firm headquartered in Surprise, AZ. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Morgan Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Carey D. Morgan
CRD#: 3008529
12213 W Bell Road, Suite 115, Surprise, AZ 85378
93
Wealthminder
score

Carey Morgan (CRD# 3008529) is an Investment Advisor Representative working at Morgan Wealth Management, Inc. in Surprise, AZ and has over 18 years of experience in the finance industry.

2
Lauren L. Morgan
CRD#: 1193695
12213 W Bell Road, Suite 115, Surprise, AZ 85378
76
Wealthminder
score

Lauren Morgan (CRD# 1193695) is an Investment Advisor Representative working at Morgan Wealth Management, Inc. in Surprise, AZ and has over 27 years of experience in the finance industry. Lauren Morgan 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.

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