MORGAN INVESTMENTS INC

GREENVILLE, South Carolina·3 registered advisors·CRD# 105977
SEC# 801-10773864-235-4196
01

Firm Overview

AUM
$61M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementRetirement PlanningFee-Only Advisory
04

Advisors at MORGAN INVESTMENTS INC

3 registered advisors
John Balentine
GREENVILLE, South Carolina
Nancy Perry Morgan
GREENVILLE, South Carolina
Raymond Perry Morgan
GREENVILLE, South Carolina
05

Office Locations

GREENVILLE, South Carolina
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MORGAN INVESTMENTS INC (CRD# 105977) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.