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James Edward Mcarthur

A.G. MORGAN FINANCIAL ADVISORS, LLC·MASSAPEQUA, New York
A.G. MORGAN FINANCIAL ADVISORS, LLC
5260 MERRICK ROAD, MASSAPEQUA, NY 11758CRD# 2797856Firm CRD# 173292

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Edward Mcarthur · MASSAPEQUA, NY
Registration
CRD #2797856 · A.G. MORGAN FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

James Edward Mcarthur is a registered financial advisor based in MASSAPEQUA, New York, affiliated with A.G. MORGAN FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
A.G. MORGAN FINANCIAL ADVISORS, LLC
A.G. MORGAN FINANCIAL ADVISORS, LLC
AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at A.G. MORGAN FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2797856
Firm CRD# 173292
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Edward Mcarthur offer?
James Edward Mcarthur specializes in Financial Planning, Investment Management. Contact their office in MASSAPEQUA, New York for a consultation.
What are James Edward Mcarthur's credentials?
James Edward Mcarthur is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Mcarthur located?
James Edward Mcarthur is based in MASSAPEQUA, New York, working with A.G. MORGAN FINANCIAL ADVISORS, LLC. Their office serves clients in the MASSAPEQUA metropolitan area and surrounding communities.
How does James Edward Mcarthur charge for services?
James Edward Mcarthur's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A.G. MORGAN FINANCIAL ADVISORS, LLC?
A.G. MORGAN FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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