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Patricia Lane Morgan

Spire Wealth Management, LLC

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About Patricia Lane Morgan

Patricia Lane Morgan is a financial advisor who has been in the industry since 1998. Patricia currently works for Spire Wealth Management, LLC. Patricia is a registered Investment Advisor Representative and has a Series 7, 63, and 65 license. Patricia also has a Series SIE exam. In addition to her role at Spire Wealth Management, LLC, Patricia has other business interests including a role with Spire Investment Partners. Patricia has a number of areas of expertise that include insurance, retirement and estate planning, divorce planning, and financial planning.

Firm Information

Patricia Morgan is currently registered with Spire Wealth Management, LLC. Spire Wealth Management, LLC is an investment advisor headquartered in McLean, VA. They have 58 licensed agents, 87 investment advisor representatives, 84 registered representatives, 93 investment advisory functions, and 4 adviser reps for other investment advisers. They offer a range of services, including financial planning, pension consulting, insurance, retirement & estate planning, divorce planning, and selection of other advisers. They manage assets for individuals, corporations, and charitable organizations, and participate in a wrap fee program. They have $4,777,743,993 in regulatory assets under management.
Spire Wealth Management, LLC

7901 JONES BRANCH DR.

MCLEAN, VA 22102

$4.78B

Assets Under Management

80

Total Clients

73

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

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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Patricia Morgan’s Registration & Firm History

VA

02/24/2011 - Present

Spire Wealth Management, LLC (MCLEAN VA)

RI

04/24/2009 - 09/08/2009

PURSHE KAPLAN STERLING INVESTMENTS (PROVIDENCE RI)

RI

09/01/1998 - 04/01/2009

CITIGROUP GLOBAL MARKETS INC. (PROVIDENCE RI)

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Licenses & Designations

IA

Issued 09/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Lane Morgan.
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