Morgan
Brazie
Westminster Financial Advisory Corp
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About this Advisor
Morgan Brazie is a financial advisor based in Dayton, Ohio, working with Westminster Financial Advisory Corp. Morgan has previously held a position at Westminster Financial Securities Inc. Morgan has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Florida, Illinois, Indiana, Maine, Maryland, Michigan, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, Ohio, Pennsylvania, South Carolina, Texas, Vermont, and Virginia. Currently, Morgan is part of Westminster Financial Advisory Corp, which operates out of Dayton, Ohio. The firm has 12 offices and 40 employees. The firm manages assets totaling $920.3 million and serves high-net-worth clients. 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 Westminster Financial Advisory Corp includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westminster Financial Advisory Corp Brokerage Details
$920,269,282
40
2,260
$407,199
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
Morgan Brazie Work History
Westminster Financial Securities Inc
Disclosures
Please visit the SEC profile of Morgan Brazie 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 Westminster Financial Advisory Corp
Dayton, OH
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