David
Morgan
Insight Folios
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About this Advisor
David Morgan is a financial advisor based in Charlotte, North Carolina who has 4 years of industry experience. Morgan is currently employed by Insight Folios. During their career, the advisor has held roles at Torsion Orthopedic, Speakeasy Spirits, Republic National Distribution Company, Blackberry Farm, Burial Beer Co, Insight Folios and Durso Capital Management, Co. Morgan maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in North Carolina. Insight Folios is a company based in Charlotte, NC. The firm has offices in 10 locations and a total of 14 people on staff. It administers $259 million in assets among its 1,490 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,490 client accounts, just 10% are held by high-net-worth investors who have at least $1 million in investable assets. Insight Folios offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely vary depending on the services. However, fees charged by Insight Folios may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Folios Brokerage Details
$258,771,507
14
1,490
$173,672
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Morgan Work History
David has been registered as a financial advisor for 4 years.*
Insight Folios
Durso Capital Management, Co
Burial Beer Co
Blackberry Farm
Republic National Distribution Company
Speakeasy Spirits
Torsion Orthopedic
*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 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 Insight Folios
Charlotte, NC
Charlotte, NC
Fort Gratiot, MI
Charlotte, NC
Charlotte, NC
Bozeman, MT
Charlotte, NC
Bedford, NH
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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