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Adam John Morgan

Armor Investment Advisors, LLC

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About Adam John Morgan

Adam Morgan is a financial advisor with Armor Investment Advisors, LLC. Adam is registered in North Carolina and has been in the industry since 2001. Adam has a strong background in financial planning and investment management, including experience with individuals, families, corporations, and charitable organizations. Adam is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Adam Morgan is currently registered with Armor Investment Advisors, LLC. Armor Investment Advisors, LLC is an investment advisory firm based in Raleigh, NC. The firm provides financial planning, pension consulting, educational seminars, and investment consulting to individuals, corporations, and charitable organizations. The firm manages over $339 million in assets and has a team of five investment adviser representatives.
Armor Investment Advisors, LLC

4101 LAKE BOONE TRAIL

RALEIGH, NC 27607

$339.76M

Assets Under Management

Not reported

Total Clients

6

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Adam Morgan’s Registration & Firm History

NC

07/21/2021 - Present

Armor Investment Advisors, LLC (RALEIGH NC)

MN

09/29/2001 - 02/27/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/29/2001 - 02/27/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MD

01/31/2001 - 05/10/2001

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 10/23/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam John Morgan.
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