Morgan Gough is a registered investment advisor at Arkenstone Financial, LLC, based in Flower Mound, TX, with 21 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 141 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arkenstone Financial offers investment management exclusively through wrap fee programs, where clients pay a bundled fee that covers both advisory services and trading costs. Detailed fee schedules for the wrap fee program are available in Arkenstone Financial's separate Wrap Fee Program Brochure.
Location
Flower Mound, TX
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Morgan is an Investment Advisor Representative at Arkenstone Financial, LLC since 2012, providing investment advice. This activity takes about half of Morgan's time.
Employment History
Current Registrations
Arkenstone Financial, LLC
Stonemark Wealth Management
Previous Registrations
Arkenstone Financial, LLC
Girard Securities, INC.
Wespac Advisors, LLC
Southwest Securities, INC.
Tower Asset Management LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Daniel Amador, CFPGds Wealth Management
- Jace Darrow, CFPGds Wealth Management
- Paul Foutch, CFPEdward Jones
- Damon Wykrent, CFPWykrent, Damon
- Tammy Edwards, ChFCState Farm Investment Management CORP.
- Jason Freeby, ChFCGds Wealth Management