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Robert Lee Morgan

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY·MECHANICSBURG, Pennsylvania
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940 CENTURY DRIVE, MECHANICSBURG, PA 17055-4376CRD# 1968090Firm CRD# 123322
01

About

Robert Lee Morgan is a registered financial advisor based in MECHANICSBURG, Pennsylvania, affiliated with MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY. 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
03

Firm Overview

Firm
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
AUM
$287M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1968090
Firm CRD# 123322
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Lee Morgan offer?
Robert Lee Morgan specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.
What are Robert Lee Morgan's credentials?
Robert Lee Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lee Morgan located?
Robert Lee Morgan is based in MECHANICSBURG, Pennsylvania, working with MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.
How does Robert Lee Morgan charge for services?
Robert Lee Morgan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY?
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY has approximately 4 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MECHANICSBURG
Christopher Jon Lenz — WIENKEN ADVISORS, LTD.Glenn Carrick Mckenzie — MIGHTY OAK STRONG AMERICA INVESTMENT COMPANYDavid William Marrazzo — GUARDIAN ASSET ADVISORS, LLCDonald Lynn Demuth — MIGHTY OAK STRONG AMERICA INVESTMENT COMPANYDavid Isaac Lutz — LIFEGUIDE FINANCIAL ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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