SM
SM

Shelby David Morgan

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

90 North Miller Road, Akron, OH, 44333

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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

Shelby is a partner/owner in W3 Wealth Management, LLC and W3 Global, LLC, both financial services companies, and owns 50% of Crescendo Capital, LLC. Shelby also receives insurance commissions and sells disability insurance, dedicating minimal time to the latter.

Employment History
Current Registrations
W3 Wealth Advisors, LLC
January 2008 - Present · 18 yrs 1 mo
Valmark Advisers, INC.
April 1999 - Present · 26 yrs 10 mos
Valmark Securities, INC.Broker
September 1997 - Present · 28 yrs 5 mos
Previous Registrations
W3 Wealth Advisors, LLC
January 2005 - December 2007 · 2 yrs 11 mos
Mimlic Sales CorporationBroker
February 1992 - September 1997 · 5 yrs 7 mos
MML Investors Services, INC.Broker
February 1988 - January 1992 · 3 yrs 11 mos
M.D. Poitinger and CO., INC.Broker
October 1987 - January 1988 · 3 mos
State Registrations19 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Shelby David Morgan - Financial Advisor | TrueAdvisor