Charles Garrett Morgan
Investment adviser representative at Independent Wealth Network, Inc.
12 yearsExperience
8 statesRegistered in
$518.4MFirm assets
9 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
- Pension consulting
Experience
12 years in the industry.
- Independent Wealth Network, Inc.Sep 2018 to now
- Mcdermott Investment Services, LLCSep 2018 to now
- Brokers International Financial ServicesAug 2018 to Jan 2019
- Lowell Asset ManagementJan 2009 to Sep 2018
- Lowell AgencyJul 2008 to Sep 2018
- Lowell and Company IncMay 2007 to Sep 2018
- Lowell Wealth ManagementMay 2007 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 8 states (CO, FL, IL, IN, ME, NM, OK, TX).
Independent Wealth Network, Inc.
$518.4MAssets managed
1,460Clients
34Advisers
9 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
- 5522992
- Firm CRD
- 286262