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Paladin Research Report For:

David H. Morgan

R.E.A.P., Llc

CEP®CEA, RMAMSFSCFF
4651 Salisbury Road
Suite 400
Jacksonville, FL 32256
386-793-8981

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
  • 2-4
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
  • 28
Number of Years with Current Firm
  • 15
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
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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
  • 400
Firm's Number of Planning Clients
  • 400
Firm's Number of Managed Clients
  • 250
Assets Managed by Firm
  • 28+MM
Advisor's Number of Clients
  • 400
Advisor's Number of Managed Clients
  • 150
Advisor's Number of Planning Clients
  • 350
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
  • 1%

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