Adam Amorn

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About Adam Amorn

Adam Amorn, the sole initiator of Premier Prosperity Advisors LLC, has had years of experience working at Merrill Lynch. After leaving Merrill Lynch in 2017, Adam was inspired to start his own business where he could have more flexibility and put the clients first. What sets our company apart is how we deal with our customers. Our level of service, attention to detail and experience in financial planning are elements which set us apart from other firms. We are not constrained to one specific type of investment and can plan/advise according to our clients needs and goals. Whether you require us to secure a future financial plan for you, a retirement plan or manage your wealth, we are here to offer our services.

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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

Paladin Advisors

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Paladin Research Report For:

Premier Prosperity Advisors