Renee Morgan
Renee Morgan is a registered investment advisor at First Affirmative Financial Network LLC, based in Layfette, CO, with 22 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 2,327 clients with $910M 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
Layfette, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
First Affirmative Financial Network LLC
Previous Registrations
Adasina Social Capital
Impact Investors
First Affirmative Financial Network LLC
Better World Investments, INC.
Better World Investments, INC.
Better World Investments, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations1 state
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