Morris
Midkiff

Midkiff & Stone Capital Group, Inc

CRD#852872
Investment Advisor
in Carlsbad, CA
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About this Advisor

Morris Midkiff is an investment advisor based in Carlsbad, California. Currently a registered financial advisor at Midkiff & Stone Capital Group, Inc, they have accrued an impressive 37 years of professional experience. Midkiff has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Midkiff is registered to act as an advisor in California, Texas and Connecticut. During their career, Midkiff has held roles at Midkiff & Stone Capital Group, Inc and Midkiff Capital Group Inc. Midkiff & Stone Capital Group, Inc is based out of Carlsbad, California. None of the advisory firm's clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets.

Certifications and Registrations

Series 63, Series 65

Years of Experience

37 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

Carlsbad, CA

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Midkiff & Stone Capital Group, Inc Brokerage Details

Total Assets Under Management

$4,973,700

Total Number of Employees

1

Total Number of Accounts

20

Average Account Size

$248,685

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Morris Midkiff Work History

Morris has 37 years of experience.

1981 - Present (38 years)

Midkiff & Stone Capital Group, Inc

1981 - Present (38 years)

Midkiff Capital Group Inc

Disclosures

Morris Midkiff has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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