Morgan
Arford
Comprehensive Wealth Management
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About this Advisor
Morgan Arford is a financial advisor based in Lynnwood, Washington, working with Comprehensive Wealth Management. Morgan has previously held positions at Comprehensive Wealth Management and Independent Financial Group. Morgan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Washington. Currently, Morgan is part of Comprehensive Wealth Management, which operates out of Lynnwood, Washington. The firm has 13 employees and manages assets totaling $298.6 million. The firm 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, and educational seminars. The fee structure at Comprehensive Wealth Management includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Comprehensive Wealth Management Brokerage Details
$298,587,422
13
1,633
$182,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Morgan Arford Work History
Independent Financial Group
Comprehensive Wealth Management
Disclosures
Please visit the SEC profile of Morgan Arford 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 Comprehensive Wealth Management
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
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