Renee Dubois Morgan
Investment adviser representative at First Affirmative Financial Network LLC
15 yearsExperience
1 stateRegistered in
$905.2MFirm assets
27 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- First Affirmative Financial Network, LLCApr 2025 to now
- Adasina Social CapitalMar 2020 to now
- Impact Investors, Inc.Jan 2019 to Feb 2020
- First Affirmative Financial NetworkJun 2016 to Dec 2018
- Better World Investments, IncDec 2011 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CO).
First Affirmative Financial Network LLC
$905.2MAssets managed
2,327Clients
11Advisers
27 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
- 4182153
- Firm CRD
- 109036