DavidH. Morgan- Financial Advisor Jacksonville, FL

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About David H. Morgan

David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning.

Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife.

Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs.

https://reap.seminarsoncall.com

See Disclosures

General Information

Firm Start Year

2004

No. of Employees

CRD#

1162104

Firm CRD#

146512

Insurance License#

K070691

Name of Broker/Dealer

REAP in Wealth Management, LLC

Name of Custodial Firm

TDAmeritrade, Schwab

States Licensed in

Florida, Georgia, California, & Illinois

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Full service estate planning, income modeling, and independent wealth advisory, and tax planning work.

Work with the following types of clients

Businesses, Investment Clubs, Individual Investors

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MSFS, CEP^®, CFF, CEA, RMA

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Life, Annuity

Financial Organization Memberships

Society of Financial Services Professionals, MSFS

Non-Financial Organization Memberships

Certified Estate Planning network Certified Financial Fiduciary designation

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

28+MM

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

Same

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Fee % Based on Assets

Education

BA, Honors - Political Science & History

Indiana University
1974 -1978

Overseas Scholar - Economics, Social Sciences

Polytechnic of Central London (Westminster)
1976 -1977

Disclosures

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Additional Detailed Disclosures
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Paladin Advisors

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Paladin Research Report For:

David H. Morgan

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