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Adam + Amorn - Financial Advisor in Newtown, PA

Paladin Research Report For:

Adam Amorn

Premier Prosperity Advisors

12 Penns Trail, Suite 501
Newtown, PA 18940
267-429-4508
Visit Website
https://www.premierprosperity.com

About Adam Amorn

Premier Prosperity Advisors is on a mission to help you secure a brighter future for yourself and your family. Our investment management company offers financial services to small businesses, professionals and families. We listen to your needs to understand your financial situation thoroughly. Once we have a clear picture of your needs and goals, we put together a tailored financial plan for you.

See Disclosures

General Information

Firm Start Year
  • 2017
CRD#
  • 5798021
Firm CRD#
  • 291571
Years of Experience in Financial Services
  • 11
Number of Years with Current Firm
  • 6
Work Experience
  • Merrill Lynch Senior Financial Advisor 2012-2017

    Premier Prosperity Advisors Managing Member 2017- Present
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 66
Insurance and Annuity Licenses
  • Variable Life, Variable Annuity, Life, Health

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $100,000
Compensation Methods
  • Based on Assets

Education

MBA - Finance
  • Loyola University Chicago
    06/01/2009 - 05/14/2010

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1891037/paladinregistry-premier-prosperity-advisors-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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