Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Morgan is a financial advisor at The High Net Worth Advisory Group, LLC, based in Naples, FL. He has been in the industry since 1987. David is registered with the state of Florida, Louisiana, and Texas as an Investment Advisor Representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting and portfolio review and allocation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
10/05/2020 - Present
THE High NET Worth Advisory Group, LLC (NAPLES FL)
FL
09/24/1997 - 10/02/2020
RAYMOND JAMES & ASSOCIATES, INC. (NAPLES FL)
NY
10/21/1994 - 10/23/1995
DEUTSCHE MORGAN GRENFELL/C. J. LAWRENCE INC. (NEW YORK NY)
NA
06/24/1987 - 09/21/1988
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 03/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/28/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
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