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 $150,729,114 in 1,439 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management151MILLION
Total Number of Accounts1,439ACCOUNTS
Average Account Value$104,746
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
James McArthur (CRD# 2797856) is an Investment Advisor Representative working at A.g. Morgan Financial Advisors, LLC in Massapequa, NY and has over 21 years of experience in the finance industry.
Vincent Camarda (CRD# 2463703) is an Investment Advisor Representative working at A.g. Morgan Financial Advisors, LLC in Massapequa, NY and has over 23 years of experience in the finance industry. Vincent Camarda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.