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Christopher Alan Morgan

ARK WEALTH ADVISORS, LLC·YORBA LINDA, California
SIE, Series 7, Series 66Clean record11 years registeredARK WEALTH ADVISORS, LLC
3960 PROSPECT AVENUE, YORBA LINDA, CA 92886CRD# 6447669Firm CRD# 309396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Alan Morgan · YORBA LINDA, CA
Registration
CRD #6447669 · ARK WEALTH ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

ARK WEALTH ADVISORS, LLC
Nov 2020 – present
MORGAN STANLEY
Apr 2015 – Dec 2020
BREA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 24, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARK WEALTH ADVISORS, LLC
CRD 309396 · SEC 801-119841
AUM
$16M
Regulatory assets under management
Employees
1
65 client accounts
Services offered by ARK WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARK WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Christopher Alan Morgan offer?
Christopher Alan Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YORBA LINDA, California for a consultation.
What are Christopher Alan Morgan's credentials?
Christopher Alan Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Alan Morgan located?
Christopher Alan Morgan is based in YORBA LINDA, California, working with ARK WEALTH ADVISORS, LLC. Their office serves clients in the YORBA LINDA metropolitan area and surrounding communities.
How does Christopher Alan Morgan charge for services?
Christopher Alan Morgan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARK WEALTH ADVISORS, LLC?
ARK WEALTH ADVISORS, LLC has approximately 1 employees and manages $16M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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