Morgan Financial Incorporated

Morgan Financial Incorporated (CRD# 133775) is a financial advisory firm headquartered in Boyertown, PA. They manage $45,000,000 in 510 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    510
    ACCOUNTS
  • Average Account Value
    $88,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Morgan Financial Incorporated
Showing 1 - 1 of 1 top financial advisors.
1
Franklin F. Morgan
CRD#: 3057635
113 East Philadelphia Avenue, Boyertown, PA 19512
93
Wealthminder
score

Franklin Morgan (CRD# 3057635) is an Investment Advisor Representative working at Morgan Financial Incorporated in Boyertown, PA and has over 18 years of experience in the finance industry.

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