Invested Better
Unclaimed

Unclaimed

Unclaimed

Adam Brian Amorn

Premier Prosperity Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Adam? Claim Your Profile

About Adam Brian Amorn

Adam Amorn is a financial advisor and registered investment advisor representative with Premier Prosperity Advisors LLC. Adam has been in the financial services industry since 2011. Adam is a licensed independent insurance agent and has experience working with individual clients, high net worth individuals, and pension and profit-sharing plans. Adam holds a Series 7, Series 66, and SIE licenses. Adam has offices in Fort Washington, Pennsylvania and Cleveland, Ohio.

Firm Information

Adam Amorn is currently registered with Premier Prosperity Advisors LLC. Premier Prosperity Advisors LLC is an investment advisory firm with one licensed agent and one investment advisor representative. The firm manages approximately $17.8 million in assets for 45 clients. Premier Prosperity Advisors LLC offers financial planning, pension consulting, and portfolio management services to individuals and pension and profit-sharing plans. The firm also manages assets for high-net-worth individuals and individuals other than high-net-worth.

$17.82M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Adam Amorn’s Registration & Firm History

PA

01/17/2018 - Present

Premier Prosperity Advisors LLC (FORT WASHINGTON PA)

OH

01/25/2012 - 10/19/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)

IL

09/01/2011 - 12/14/2011

HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)

Not sure if Adam Brian Amorn is right for you?

Licenses & Designations

BOTH

Issued 10/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Brian Amorn.
Not sure if Adam Brian Amorn is right for you?