Gregory Morgan is a registered investment advisor at Wells Fargo Advisors, based in Reno, NV, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
595 Humboldt St Ste 200, Reno, NV, 89509
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Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Gregory co-owns GM Wealth Management with his spouse and dedicates minimal time to it. He also acts as trustee or co-trustee for several trusts and retirement plans, spending minimal time on each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
First American National Securities, INC.Broker
State Registrations12 states
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