Unclaimed Profile

Robert Lee Morgan

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY·MECHANICSBURG, Pennsylvania

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

940 CENTURY DRIVE, MECHANICSBURG, PA 17055-4376CRD# 1968090Firm CRD# 123322

Profile Verification

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

Identity

Robert Lee Morgan · MECHANICSBURG, PA

Registration

CRD #1968090 · MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

AUM

$287M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1968090

Firm CRD# 123322

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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