Lisa Marie Morgan
Investment adviser representative at Amara Financial, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$250.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Amara Financial, LLCMay 2026 to now
- Rw BairdJan 2025 to Apr 2026
- Janney Montgomery Scott LLCJan 2024 to Jan 2025
- UnemployedJun 2023 to Jan 2024
- Cherrydale Wealth ManagementMay 2023 to Jun 2023
- UnemployedMar 2023 to May 2023
- Remote Advisor ResourcesOct 2022 to Mar 2023
- Janney Montgomery Scott LLCDec 2016 to Jul 2022
- Newday Solutions, LLCJan 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MA).
Amara Financial, LLC
$250.5MAssets managed
144Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4575038
- Firm CRD
- 308290