Adam
Morgan
Private Client Services, LLC
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About this Advisor
Adam Morgan is a financial advisor who works out of Richmond, Virginia, who has 2 years of relevant experience. Morgan currently works for Private Client Services, LLC. The advisor has gained experience at Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Virginia Military Institute, South State Bank, Lpl Financial LLC and Private Client Services. Morgan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Virginia. Private Client Services, LLC is a business based out of Louisville, KY. The investment advisory business has offices in 21 locations and a total of 60 advisors. It controls $663 million in total assets among its 2,669 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 2,669 accounts, just 8% belong to high-net-worth investors who have at least $1 million in investable assets. Private Client Services, LLC offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services are offered. Fee types billed by Private Client Services, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Client Services, LLC Brokerage Details
$663,057,627
60
2,669
$248,429
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Adam Morgan Work History
Adam has been registered as a financial advisor for 2 years.*
Private Client Services
South State Bank
Lpl Financial LLC
Massachusetts Mutual Life Insurance Co
Mml Investors Services, LLC
Virginia Military Institute
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Morgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Private Client Services, LLC
Appleton, WI
Louisville, KY
Louisville, KY
Appleton, WI
Appleton, WI
Rockville, MD
Appleton, WI
Somerville, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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