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Brian Derek Morgan

BUCKEYE ADVISORS,LLC·LORAIN, Ohio
Clean recordBUCKEYE ADVISORS,LLC
105 SHEFFIELD CENTER, LORAIN, OH 44055CRD# 4522615Firm CRD# 119812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Derek Morgan · LORAIN, OH
Registration
CRD #4522615 · BUCKEYE ADVISORS,LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Derek Morgan is a registered financial advisor based in LORAIN, Ohio, affiliated with BUCKEYE 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
BUCKEYE ADVISORS,LLC
BUCKEYE ADVISORS, LLC.
AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BUCKEYE ADVISORS,LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4522615
Firm CRD# 119812
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Derek Morgan offer?
Brian Derek Morgan specializes in Financial Planning, Investment Management. Contact their office in LORAIN, Ohio for a consultation.
What are Brian Derek Morgan's credentials?
Brian Derek Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Derek Morgan located?
Brian Derek Morgan is based in LORAIN, Ohio, working with BUCKEYE ADVISORS,LLC. Their office serves clients in the LORAIN metropolitan area and surrounding communities.
How does Brian Derek Morgan charge for services?
Brian Derek Morgan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUCKEYE ADVISORS,LLC?
BUCKEYE ADVISORS,LLC has approximately 1 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BUCKEYE ADVISORS,LLC

Edward James Baker
LORAIN, OH

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