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Charles Garrett Morgan

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,365 clients
Average Client Portfolio
$310K average
Assets Under Management
$422.6M

Fee Structure

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Location

Archer Financial Partners, 7021 Kewanee Ave, Bldg. 8 - 102, Lubbock, TX, 79424

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Charles is a partner at Archer Financial Partners, a financial planning and independent insurance agency, since 2018. He determines client needs for life insurance and sells fixed insurance products, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Mcdermott Investment Services, LLCBroker
January 2019 - Present · 7 yrs 1 mo
Independent Wealth Network, INC.
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
September 2018 - February 2019 · 5 mos
Brokers Financial
September 2018 - September 2018 · 0 mos
Lowell Wealth Management
September 2014 - September 2018 · 4 yrs
Lowell & Company, INC.Broker
May 2008 - September 2018 · 10 yrs 4 mos
State Registrations9 states
COFLILINLAMENMOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Charles Garrett Morgan - Financial Advisor | TrueAdvisor