Charles
Morgan
Independent Wealth Network, Inc
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About this Advisor
Charles Morgan is a financial advisor working out of Lubbock, Texas, with 5 years of industry experience. Morgan is on the advisory team at Independent Wealth Network, Inc. Morgan has gained experience at Lowell And Company Inc, Mcdermott Investment Services, LLC, Lowell Asset Management, Lowell Agency, Lowell Wealth Management, Independent Wealth Network and Brokers International Financial Services. Morgan maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado, Illinois, Indiana, Louisiana, Maine, New Mexico, Oklahoma and Texas. Independent Wealth Network, Inc is an advisory firm based in Urbandale, IA. It has offices in 16 locations and a total of 27 advisors. It controls $293 million in assets under management among its 2,298 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves one charitable organizations. Of its 2,298 accounts, 15% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically depend on which services the firm provides the client. However, fees billed by Independent Wealth Network, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Wealth Network, Inc Brokerage Details
$292,821,944
27
2,298
$127,425
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Charles Morgan Work History
Charles has been registered as a financial advisor for 5 years.*
Mcdermott Investment Services, LLC
Independent Wealth Network
Brokers International Financial Services
Lowell Asset Management
Lowell Agency
Lowell And Company Inc
Lowell Wealth Management
*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 Charles 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 Independent Wealth Network, Inc
Los Angeles, CA
Sanger, TX
Urbandale, IA
Lubbock, TX
Warrenville, IL
Grimes, IA
Frederick, MD
Phoenix, AZ
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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