Morgan Nichole Marx
Investment adviser representative at William Joseph Capital Management, Inc.
16 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$694.3MFirm 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
Experience
16 years in the industry.
- Synergy Independent Financial Solutions LPApr 2018 to now
- Synfinsol, LLCApr 2018 to now
- William Joseph Capital Management, Inc.Dec 2015 to now
- Morgan Marx - Self EmployedApr 2014 to now
- Schellinger Holding Group LLCFeb 2010 to Aug 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
William Joseph Capital Management, Inc.
$694.3MAssets managed
1,879Clients
29Advisers
5 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
- 6595524
- Firm CRD
- 226535