Jeffrey MorrisonCRD Number: 1689777
Current Firm: Kistler-tiffany Advisors
Jeffrey Morrison (CRD# 1689777) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 35 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|Apw Capital, Inc.||Parsippany, NJ||May 2012 - Current||10|
|Kistler-tiffany Advisors||Berwyn, PA||Nov 2007 - Current||14|
|Kistler-tiffany Companies, LLC||Berwyn, PA||Jan 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1987|
|S65||NASAA Investment Advisors Law Examination||Sep 1993|
Total Assets Under Management1,156MILLIONS
Total Number of Accounts1,464ACCOUNTS
Average Account Value$789,548
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DE, FL, MA, MD, ME, NC, NE, NJ, NY, PA, TX, VA
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