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
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. South State Bank and South State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Advisory Services offered through LPL Financial, a Registered Investment Advisor.
*Please consult your tax-advisor for tax related issues.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.