Brooks
Morgan
Nationwide Investment Advisors, LLC
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About this Advisor
Brooks Morgan is a certified financial planner who works in Columbus, Ohio with 1 year of relevant experience. Morgan is an employee of Nationwide Investment Advisors, LLC. Morgan has gained experience at Pnc Investments, Nationwide Investment Services Corporation and Personal Capital Advisors Corporation. Morgan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Nationwide Investment Advisors, LLC is a business that has its headquarters in Columbus, OH. The investment advisory business has offices in nine locations and a total of 401 employees. It has $12 billion in assets among its 268,786 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Nationwide Investment Advisors, LLC provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically depend on the financial services provided. However, fee types charged by Nationwide Investment Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nationwide Investment Advisors, LLC Brokerage Details
$12,147,000,000
401
268,786
$45,192
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brooks Morgan Work History
Brooks has been registered as a financial advisor for 1 years.*
Nationwide Investment Services Corporation
Personal Capital Advisors Corporation
Nationwide Investment Services Corporation
Pnc Investments
*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 Brooks 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 Nationwide Investment Advisors, LLC
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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.
