A.g. Morgan Financial Advisors, LLC
A.g. Morgan Financial Advisors, LLC (CRD# 173292) is a financial advisory firm headquartered in Massapequa, NY. They manage $174,564,291 in 1,687 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
A.g. Morgan Financial Advisors, LLC
By the Numbers
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Total Assets Under Management175MILLION
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Total Number of Accounts1,687ACCOUNTS
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Average Account Value$103,476
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, CT, FL, NC, NH, NJ, NY, PA, TX
Financial Advisors at A.g. Morgan Financial Advisors, LLC
1
Vincent Camarda (CRD# 2463703) is an Investment Advisor Representative working at A.g. Morgan Financial Advisors, LLC in Massapequa, NY and has over 29 years of experience in the finance industry.
2
James McArthur (CRD# 2797856) is an Investment Advisor Representative working at A.g. Morgan Financial Advisors, LLC in Massapequa, NY and has over 27 years of experience in the finance industry.
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