Charles Morgan has been an investment adviser representative at Independent Wealth Network since September 2018, and is not listed among the firm’s executive officers or direct owners. Charles Morgan holds a B.S. in Personal Financial Planning from Texas Tech University.
Independent Wealth Network, Inc. is an Urbandale, IA firm with $518M under management, 1,460 clients and 30 advisers across 20 offices, as of its March 2026 filing.
Garrett Morgan is Founder and President of Archer Financial Partners, based in Lubbock, Texas, where advisory services are offered through Independent Wealth Network, Inc. He has worked as a financial planner and investment advisor. In 2018 he founded Archer Financial Partners to offer clients a more personalized financial planning and investment experience.
Charles Morgan’s longest registration is the current one, 8 years at Independent Wealth Network since 2018. Before joining Independent Wealth Network in 2018, Charles Morgan was registered through Brokers Financial and Lowell Wealth Management.
- – present · 8 yearsLubbock, TX · Adviser representative · Firm CRD 286262
- Brokers Financial– · under a yearLubbock, TX · Adviser representative · Firm CRD 139627
- Lowell Wealth Management– · 4 yearsLubbock, TX · Adviser representative · Firm CRD 24913
Investment adviser representative registrations
Charles Morgan is registered as an investment adviser representative in 8 states. The first approvals date from September 2018; the most recent is Florida, in March 2025.
- ColoradoSince 26 September 2018
- FloridaSince 4 March 2025
- IllinoisSince 22 December 2022
- IndianaSince 17 August 2020
- MaineSince 5 September 2019
- New MexicoSince 26 September 2018
- OklahomaSince 22 January 2019
- TexasSince 25 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 February 2009 |
| Series 7 | General Securities Representative Examination | 2 May 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Garrett Morgan
- CRD
- 5522992
- Firm
- Independent Wealth Network · CRD 286262
- Office
- Archer Financial Partners, 7021 Kewanee Ave, Bldg. 8 - 102, Lubbock, TX 79424
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- archerfp.com
Where does Charles Morgan work?
Charles Morgan is an investment adviser representative registered through Independent Wealth Network, Inc. since September 2018, and is not listed among the firm’s executive officers or direct owners.
Is Charles Morgan a financial advisor?
Yes. Charles Morgan has a current investment-adviser registration in Colorado, Florida, Illinois, Indiana, Maine, New Mexico, Oklahoma and Texas, through Independent Wealth Network since September 2018.
How many years of experience does Charles Morgan have?
Charles Morgan has 18 years in the financial industry, since May 2008, across 3 adviser firms.
What exams has Charles Morgan passed?
Charles Morgan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2008. FINRA credited Charles Morgan with the SIE, which began in October 2018.
Where did Charles Morgan work before Independent Wealth Network?
Before Independent Wealth Network, Charles Morgan was registered through Brokers Financial, September 2018 to September 2018; Lowell Wealth Management, September 2014 to September 2018.
Where is Charles Morgan based?
Charles Morgan’s registered office is in Lubbock, TX.
Is Charles Morgan registered with FINRA?
Yes. Charles Morgan has a current broker registration, under CRD 5522992.
Source: FINRA BrokerCheck
How can I verify Charles Morgan’s record?
Search CRD 5522992 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Charles Morgan’s full registration record.
