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Adam Amorn

Premier Prosperity Advisors

12 Penns Trail, Suite 501

Newtown, PA 18940

267-429-4508

About Premier Prosperity Advisors

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

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

Services

Investment Types

Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Stocks, Bonds

Can meet clients in the following ways

Email, Phone, Our Office, Your Home, Your Office, Video Conference

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

Compensation Methods

Based on Assets

Education

MBA - Finance

Loyola University Chicago
06/01/2009 - 05/14/2010

Disclosures

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1891037/financialadvisor-premier-prosperity-advisors-detailed-disclosure