Unclaimed Profile

Adam John Morgan

ARMOR INVESTMENT ADVISORS, LLC·RALEIGH, North Carolina

SIE, Series 7, Series 7TO, Series 66CFAClean record5 years registeredARMOR INVESTMENT ADVISORS, LLC

4101 LAKE BOONE TRAIL, RALEIGH, NC 27607CRD# 4315908Firm CRD# 134200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam John Morgan · RALEIGH, NC

Registration

CRD #4315908 · ARMOR INVESTMENT ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jan 2026 – present

ARMOR INVESTMENT ADVISORS, LLC

Jul 2021 – Nov 2024

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · July 21, 2021

Years registered · 5

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARMOR INVESTMENT ADVISORS, LLC

CRD 134200 · SEC 801-63981

AUM

$340M

Regulatory assets under management

Employees

189 client accounts

Services offered by ARMOR INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ARMOR INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Adam John Morgan offer?

Adam John Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Adam John Morgan's credentials?

Adam John Morgan holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam John Morgan located?

Adam John Morgan is based in RALEIGH, North Carolina, working with ARMOR INVESTMENT ADVISORS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Adam John Morgan charge for services?

Adam John Morgan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARMOR INVESTMENT ADVISORS, LLC?

ARMOR INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $340M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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