David Morgan is a CFP-designated registered investment advisor, based in Greensboro, NC, with 13 years of industry experience.
Location
1501 Highwoods Blvd, Suite 102, Greensboro, NC, 27410
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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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David is a member-manager of Morgan Investment Properties of Greensboro, LLC, a commercial rental property business. He spends minimal time maintaining the property.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Previous Registrations
Edward Jones
January 2013 - September 2025 · 12 yrs 8 mos
Edward JonesBroker
November 2012 - September 2025 · 12 yrs 10 mos
State Registrations24 states
CACOCTDCFLGAHIIAILMAMDMEMIMTNCNYOHOKORPASCTNTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.