Morgan
White
Epg Wealth Management LLC
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About this Advisor
Morgan White is a financial advisor based in Atlanta, Georgia, working with Epg Wealth Management LLC. Morgan has previously held positions at Vining Financial Services, United Rentals, Acg Wealth Inc, University Of Alabama, and East Paces Group. Morgan has passed the Series 65 regulatory exam and is registered to provide services in California, Georgia, and Texas. Currently, Morgan is part of Epg Wealth Management LLC, which operates out of Atlanta, Georgia. The firm has 5 offices and 17 employees. The firm manages assets totaling $642.6 million 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, and pension consulting services. The fee structure at Epg Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Epg Wealth Management LLC Brokerage Details
$642,643,943
17
1,458
$440,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Morgan White Work History
East Paces Group
Acg Wealth Inc
United Rentals
Vining Financial Services
University Of Alabama
Disclosures
Please visit the SEC profile of Morgan White 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 Epg Wealth Management LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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