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Morgan Holton Smith

Worthpointe

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About Morgan Holton Smith

Morgan Holton Smith is a financial advisor registered with Worthpointe, located in Ramona, CA. Morgan has over 15 years of experience in the financial industry. Morgan also has a registration with Constitution Wealth LLC, also located in Ramona, CA. Morgan has licenses to provide financial advisory services in California and Texas.

Firm Information

Morgan Smith is currently registered with Worthpointe. Worthpointe is an investment advisor with 10 investment advisor representatives and 5 adviser reps for other investment advisers. The firm manages $757,672,737 in regulatory assets under management for 1,367 accounts. Worthpointe provides financial planning, pension consulting, and selection of other advisers. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, state or municipal government entities, and other investment advisers.

$757.67M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-adviser services

Sub-adviser services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser fees

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Morgan Smith’s Registration & Firm History

CA

10/02/2014 - Present

Worthpointe (RAMONA CA)

MA

08/17/2004 - 06/03/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

MN

01/20/2003 - 07/26/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/20/2003 - 07/26/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Morgan Holton Smith.
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