AdamAmorn- Financial Advisor Newtown, PA

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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.

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General Information

Firm Start Year

2017

CRD#

5798021

Firm CRD#

291571

Years of Experience in Financial Services

Number of Years with Current Firm

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 Planning for Businesses, Financial Planning for Individuals, Wealth Management, 401K Rollovers, Financial Advice & Consulting, Portfolio Management, Financial Planning, Investment Advice & Management, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

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.html

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Paladin Research Report For:

Adam Amorn

Premier Prosperity Advisors