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Morgan Faye Barnhill

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

307 SE Frank Phillips Blvd., Bartlesville, OK, 74003

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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 Activities

Morgan co-owns a restaurant and food truck, dedicating minimal time outside market hours. Morgan also operates a contract cleaning company, spending about 10-20% of their time cleaning, including the First Investment Corp office after hours.

Employment History
Current Registrations
Calton & Associates, INC.Broker
June 2023 - Present · 2 yrs 8 mos
First Investment Corporation
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Dominion Investor Services, INC.Broker
September 2018 - July 2023 · 4 yrs 10 mos
State Registrations1 state
OK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.