DavidH. Morgan- Financial Advisor Jacksonville, FL

Home > Financial Advisor Directory > florida > flagler beach

About David H. Morgan

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC)

We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges.

REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide:

Asset Protection and Preservation

Estate Tax Limitation or Reduction

Wealth and Estate Transfer Planning

Individual and Family Trust Planning

Planning for Disability or Incompetence

Capital Gains Tax Reduction

Reduction of Taxes on Social Security Benefits

Income Tax Reduction and Increasing Spendable Income

Seminars Specializing in Estate, Income, Financial & Tax

Advisory Issues

Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1872282/paladinregistry-R.E.A.P.,-Llc-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

David H. Morgan

R.E.A.P., Llc