Morgan Lewis Arford
Investment adviser representative at Comprehensive Wealth Management
25 yearsExperience
1 stateRegistered in
$338.4MFirm assets
18 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Independent Financial GroupNov 2013 to now
- Comprehensive Wealth ManagementJun 2001 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (WA).
Comprehensive Wealth Management
Legal name: Comprehensive Wealth Management, LLC
$338.4MAssets managed
389Clients
6Advisers
18 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
- 4945329
- Firm CRD
- 116958