AdvisorOS Directory
Claim Profile
NM

Nancy Perry Morgan

MORGAN INVESTMENTS INC·GREENVILLE, South Carolina
Unclaimed Profile
720 S PLEASANTBURG DRIVE, GREENVILLE, SC 29607CRD# 4347922Firm CRD# 105977
01

About

Nancy Perry Morgan is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with MORGAN INVESTMENTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
MORGAN INVESTMENTS INC
MORGAN INVESTMENTS INC
AUM
$61M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MORGAN INVESTMENTS INC →
Services
Portfolio management (individuals)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4347922
Firm CRD# 105977
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENVILLE?

Browse all registered financial advisors in GREENVILLE, South Carolina or claim this profile if it's yours.

Browse GREENVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nancy Perry Morgan offer?
Nancy Perry Morgan specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Nancy Perry Morgan's credentials?
Nancy Perry Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Perry Morgan located?
Nancy Perry Morgan is based in GREENVILLE, South Carolina, working with MORGAN INVESTMENTS INC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Nancy Perry Morgan charge for services?
Nancy Perry Morgan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORGAN INVESTMENTS INC?
MORGAN INVESTMENTS INC has approximately 1 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREENVILLE
Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Tod Joel Robinson — PLANFIRST INCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile