Charles
Morgan
Independent Wealth Network, Inc
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About this Advisor
Charles Morgan is a financial advisor based in Lubbock, Texas, working with Independent Wealth Network, Inc. Charles has previously held positions 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. Charles has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Illinois, Indiana, Louisiana, Maine, New Mexico, Oklahoma, and Texas. Currently, Charles is part of Independent Wealth Network, Inc, which operates out of Lubbock, Texas. The firm has 16 offices and 25 employees. The firm manages assets totaling $358.3 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, pension consulting services, and selection of other advisers. The fee structure at Independent Wealth Network, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Wealth Network, Inc Brokerage Details
$358,327,384
25
2,499
$143,388
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
Mcdermott Investment Services, LLC
Independent Wealth Network
Brokers International Financial Services
Lowell Asset Management
Lowell Agency
Lowell And Company Inc
Lowell Wealth Management
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.
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