Preston Morris, financial advisor Brentwood TN

Preston Morris

CRD Number: 2394494
Current Firm: Stonex Advisors Inc.

Preston Morris (CRD# 2394494) is an Investment Advisor Representative working at Stonex Advisors Inc. in Brentwood, TN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Sa Stone Investment Advisors Brentwood, TN Jun 2016 - Current 7
Sa Stone Wealth Management Brentwood, TN May 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Preston M. Morris
Phone Number: 800-292-2411
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    3,316
    MILLIONS
  • Total Number of Accounts
    14,019
    ACCOUNTS
  • Average Account Value
    $236,519
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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