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 $141,203,739 in 1,372 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management141MILLION
Total Number of Accounts1,372ACCOUNTS
Average Account Value$102,918
- 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
CA, CT, FL, NJ, NY
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.
James McArthur (CRD# 2797856) is an Investment Advisor Representative working at A.g. Morgan Financial Advisors, LLC in Massapequa, NY and has over 20 years of experience in the finance industry.