David Taylor Morgan
Investment adviser representative at The High Net Worth Advisory Group, LLC
29 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$861.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- The High Net Worth Advisory Group, LLCJul 2020 to now
- Raymond James & Associates, Inc.Sep 1997 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, TX).
The High Net Worth Advisory Group, LLC
$861.7MAssets managed
426Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1631179
- Firm CRD
- 309997