Morgan Financial Incorporated

Morgan Financial Incorporated (CRD# 133775) is a financial advisory firm headquartered in Boyertown, PA. They manage $60,871,806 in 343 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
113 East Philadelphia Avenue, Boyertown, PA 19512
https://www.facebook.com/morganfinancial1/
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $177,469
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

MT, PA

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

Franklin Morgan (CRD# 3057635) is an Investment Advisor Representative working at Morgan Financial Incorporated in Boyertown, PA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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