Morgan Lewis Arford
Chief Investment OfficerComprehensive Wealth Management, LLCCRD 4945329
About Morgan Lewis Arford
Morgan Lewis Arford is listed as Chief Investment Officer at Comprehensive Wealth Management, LLC in Lynnwood, WA. Form ADV reports a beneficial ownership band of Under 5%. Morgan Lewis Arford is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Comprehensive Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Morgan Lewis Arford work?
Morgan Lewis Arford is listed as Chief Investment Officer at Comprehensive Wealth Management, LLC on SEC Form ADV.
How much of Comprehensive Wealth Management, LLC does Morgan Lewis Arford own?
Form ADV reports a beneficial ownership band of Under 5%.
Comprehensive Wealth Management, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2013 |
Comprehensive Wealth Management, LLC
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2009 |