Adam B. Morgan serves our Richmond market as a Financial Consultant assisting clients with their financial goals including retirement, insurance, income planning, college savings and investment strategies. He graduated with distinction from Virginia Military Institute with degrees in Business and Economics and a Finance Concentration.
He holds his Series 6, 65 and 63 securities registrations through LPL Financial and his Life Health and Annuity insurance license. He is very committed to his local community including serving on the Alzheimer’s Association committee and as an officer in the VMI Richmond Chapter. He is also involved with Junior Achievement.
Series 6, 65 and 63 securities registrations through LPL Financial
Life Health and Annuity insurance license
Virginia Military Institute – Business and Economics and a Finance Concentration
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. South State Bank and South State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South State Investment Services and may also be employees of South State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank or South State Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.