Unclaimed Profile

Raymond Kirk Morgan

SEMINAL CAPITAL INVESTMENTS, LLC·WAYNE, Pennsylvania

Clean recordSEMINAL CAPITAL INVESTMENTS, LLC

435 DEVON PARK DRIVE, BUILDING 800, WAYNE, PA 19087-1940CRD# 7702056Firm CRD# 314884

Profile Verification

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

Identity

Raymond Kirk Morgan · WAYNE, PA

Registration

CRD #7702056 · SEMINAL CAPITAL INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Raymond Kirk Morgan is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with SEMINAL CAPITAL INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SEMINAL CAPITAL INVESTMENTS, LLC

AUM

$20M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at SEMINAL CAPITAL INVESTMENTS, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7702056

Firm CRD# 314884

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Frequently Asked Questions

What services does Raymond Kirk Morgan offer?

Raymond Kirk Morgan specializes in Retirement Planning. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Raymond Kirk Morgan's credentials?

Raymond Kirk Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Raymond Kirk Morgan located?

Raymond Kirk Morgan is based in WAYNE, Pennsylvania, working with SEMINAL CAPITAL INVESTMENTS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Raymond Kirk Morgan charge for services?

Raymond Kirk Morgan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEMINAL CAPITAL INVESTMENTS, LLC?

SEMINAL CAPITAL INVESTMENTS, LLC is a registered investment adviser with the SEC, managing $20M in regulatory assets under management. See their Form ADV for full details.

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