MW
CFP
MW
CFP

Morgan Jo Webb

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersCharitable GivingFinancial Planning & CoachingTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
736 clients
Average Client Portfolio
$663K average
Assets Under Management
$488.2M

Fee Structure

Minimum Investment:$7.5K
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Location

121 Countryside Court, Ste 140, Southlake, TX, 76092

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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

Morgan is a licensed insurance agent since 2006, offering life, health, and disability insurance solutions, dedicating a few hours per week. Morgan also provides tax preparation and business consulting services through Estrada Webb and Associates, spending about 10-20% of their time on this activity.

Employment History
Current Registrations
Trinity Portfolio Advisors, LLC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Cfo4life, L.P.
May 2014 - July 2016 · 2 yrs 2 mos
Ausdal Financial Partners, INC.Broker
November 2013 - July 2016 · 2 yrs 8 mos
H.D. Vest Advisory Services, INC
March 2011 - November 2013 · 2 yrs 8 mos
H.D. Vest Investment ServicesBroker
October 2007 - November 2013 · 6 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.