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Brooksher Lee Morgan

WORTHPOINTE, LLC·LA JOLLA, California
Unclaimed Profile
888 PROSPECT STREET, LA JOLLA, CA 92037CRD# 6013756Firm CRD# 143996
01

About

Brooksher Lee Morgan is a registered financial advisor based in LA JOLLA, California, affiliated with WORTHPOINTE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WORTHPOINTE, LLC
WORTHPOINTE
AUM
$758M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at WORTHPOINTE, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUB-ADVISER FEES
Regulatory
SEC/IARD CRD# 6013756
Firm CRD# 143996
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brooksher Lee Morgan offer?
Brooksher Lee Morgan specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.
What are Brooksher Lee Morgan's credentials?
Brooksher Lee Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brooksher Lee Morgan located?
Brooksher Lee Morgan is based in LA JOLLA, California, working with WORTHPOINTE, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Brooksher Lee Morgan charge for services?
Brooksher Lee Morgan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WORTHPOINTE, LLC?
WORTHPOINTE, LLC has approximately 16 employees and manages $758M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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