Unclaimed Profile

Brooksher Lee Morgan

WORTHPOINTE, LLC·LA JOLLA, California

Series 65Clean record14 years registeredWORTHPOINTE, LLC

888 PROSPECT STREET, LA JOLLA, CA 92037CRD# 6013756Firm CRD# 143996

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brooksher Lee Morgan · LA JOLLA, CA

Registration

CRD #6013756 · WORTHPOINTE, LLC · 14 years registered

Brand Profile

Not yet started

Career History

WORTHPOINTE

May 2013 – present

CONSTITUTION WEALTH LLC

Dec 2021 – Dec 2025

Austin, TX

TROVENA, LLC.

Feb 2012 – Dec 2013

REDONDO BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 1, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORTHPOINTE, LLC

CRD 143996 · SEC 801-67916

AUM

$758M

Regulatory assets under management

Employees

1,367 client accounts

Services offered by WORTHPOINTE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WORTHPOINTE, LLC →

Introduction

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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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