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Morgan Holton Smith

Wealth ManagerWorthpointe, LLCCRD 4620769

About Morgan Holton Smith

Morgan Holton Smith is listed as Wealth Manager at Worthpointe, LLC. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Worthpointe, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Morgan Holton Smith work?

Morgan Holton Smith is listed as Wealth Manager at Worthpointe, LLC on SEC Form ADV.

How much of Worthpointe, LLC does Morgan Holton Smith own?

Form ADV reports a beneficial ownership band of 5-10%.

Worthpointe, LLC

TitleWealth Manager
Ownership5-10%
Control personNo
Since2013