David
Morgan
Axxcess Wealth Management, LLC
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About this Advisor
David Morgan is a financial advisor based in San Diego, California, working with Axxcess Wealth Management, LLC. David has previously held positions at Securities America Advisors, Inc, Dave Morgan Cpa, Inc, Elite Investment Team LLC, Onyx Bridge Wealth Group LLC, and Axxcess Wealth Management, LLC. David is registered to provide services in California. Currently, David is part of Axxcess Wealth Management, LLC, which operates out of San Diego, California. The firm has 28 offices and 78 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Axxcess Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$6,470,763,788
78
24,090
$268,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Morgan Work History
Axxcess Wealth Management, LLC
Dave Morgan Cpa, Inc
Onyx Bridge Wealth Group LLC
Elite Investment Team LLC
Securities America Advisors, Inc
Disclosures
Please visit the SEC profile of David 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 Axxcess Wealth Management, LLC
Bainbridge Island, WA
San Diego, CA
Lantana, TX
Carlsbad, CA
Denver, CO
Carlsbad, CA
Pasadena, CA
Carlsbad, CA
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