Spectrum Advisers, LLC

Spectrum Advisers, LLC (CRD# 151277) is a financial advisory firm headquartered in , . They manage $19,365,163 in 112 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/company/spectrum-advisers-llc/
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $172,903
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, NC, TX

Financial Advisors at Spectrum Advisers, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Morgan, financial advisor Chapel Hill NC
John P. Morgan
CRD#: 2701262
Chapel Hill, NC

John Morgan (CRD# 2701262) is an Investment Advisor Representative working at Spectrum Advisers, LLC in Chapel Hill, NC and has over 27 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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