Matthew
Morgan
Commonwealth Financial Network
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About this Advisor
Matthew Morgan is a financial advisor based in Williamsburg, Virginia, working with Commonwealth Financial Network. Matthew has previously held positions at James River Asset Management, LLC, Commonwealth Financial Network, Cornerstone Wealth, Valmark Securities, Inc, James River Wealth Advisors, and Christ Church Vienna. Matthew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Virginia. Currently, Matthew is part of Commonwealth Financial Network, which operates out of Williamsburg, Virginia. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Morgan Work History
Commonwealth Financial Network
Cornerstone Wealth
James River Asset Management, LLC
Valmark Securities, Inc
James River Wealth Advisors
Christ Church Vienna
Disclosures
Please visit the SEC profile of Matthew 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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