Mitchell Morgan (CRD# 7574309) is an Investment Advisor Representative working at Wells Fargo Advisors in Texas City, TX and has 1 year of experience in the finance industry.
CRD# 4928336
Worthen Financial Advisors
CRD# 2416929
Cetera Investment Advisers LLC
CRD# 5403538
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Texas City, TX | Apr 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Texas City, TX | Jan 2024 - Apr 2024 | < 1 |
| Raymond James Financial Services, Inc. | Texas City, TX | May 2022 - Apr 2024 | 1 |
| University Of Houston | Houston, TX | Aug 2021 - Aug 2023 | 2 |
| Gators Family Restraunt | Dickinson, TX | Apr 2021 - Jul 2022 | 1 |
| San Jacinto College | Houston, TX | Aug 2019 - May 2021 | 1 |
| Friendswood Isd | Friendswood, TX | Aug 2012 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- TX
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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