Unclaimed Profile

Mary Patricia Morgan

EFFICIENT MARKET ADVISORS, LLC·LA JOLLA, California

Clean recordEFFICIENT MARKET ADVISORS, LLC

4180 LA JOLLA VILLAGE DRIVE, LA JOLLA, CA 92037CRD# 2247240Firm CRD# 132188

Profile Verification

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

Identity

Mary Patricia Morgan · LA JOLLA, CA

Registration

CRD #2247240 · EFFICIENT MARKET ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mary Patricia Morgan is a registered financial advisor based in LA JOLLA, California, affiliated with EFFICIENT MARKET ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

EFFICIENT MARKET ADVISORS, LLC

AUM

$808M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EFFICIENT MARKET ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2247240

Firm CRD# 132188

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mary Patricia Morgan offer?

Mary Patricia Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA JOLLA, California for a consultation.

What are Mary Patricia Morgan's credentials?

Mary Patricia Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Patricia Morgan located?

Mary Patricia Morgan is based in LA JOLLA, California, working with EFFICIENT MARKET ADVISORS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does Mary Patricia Morgan charge for services?

Mary Patricia Morgan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EFFICIENT MARKET ADVISORS, LLC?

EFFICIENT MARKET ADVISORS, LLC has approximately 2 employees and manages $808M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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