Stefanie
Morgan
Nrg Wealth Management
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About this Advisor
Stefanie Morgan is a certified financial planner operating out of Tucson, Arizona who has 6 years of industry experience. Morgan is an advisor for Nrg Wealth Management. Throughout their career, Morgan has worked at J.P. Davis, Inc (Dba Navigation Retirement Group), Lpl Financial LLC and United Capital Financial Advisers, LLC. Morgan maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Arizona and California. Nrg Wealth Management is a company that has its headquarters in Tucson, AZ. It manages $140 million in assets among its 356 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 356 client accounts, 56% are associated with high-net-worth investors who have greater than $1 million in assets. The company offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fees billed by Nrg Wealth Management can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nrg Wealth Management Brokerage Details
$139,994,827
3
356
$393,244
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stefanie Morgan Work History
Stefanie has been registered as a financial advisor for 6 years.*
United Capital Financial Advisers, LLC
J.P. Davis, Inc (Dba Navigation Retirement Group)
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stefanie Morgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nrg Wealth Management
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
