Deann Morgan is a CFP-designated registered investment advisor at Mariner Wealth, based in Stephenville, TX, with 26 years of industry experience. Deann operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Stephenville, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deann is the president of Deann Morgan, CPA, PC (formerly Ncmamee & Associates), a CPA/tax firm, dedicating nearly full-time hours to this role. She is also involved with rodeo/horses through Deann Morgan, LLC, spending about a quarter of her time on this activity.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Mariner Wealth Advisors
Honkamp Krueger Financial Services INC
Honkamp Krueger Financial Services INC
Proequities, INC.Broker
Intersecurities, INC.Broker
State Registrations1 state
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