Joseph Morrison (CRD# 7825398) is an Investment Advisor Representative working at True North Advisors, LLC in Fort Worth, TX and has 1 year of experience in the finance industry. Joseph Morrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True North Advisors, LLC | Dallas, TX | Oct 2023 - Current | < 1 |
| True North Advisors, LLC | Dallas, TX | Mar 2021 - Current | 3 |
| Fisher Investments | Plano, TX | Jun 2019 - Feb 2021 | 1 |
| Texas Christian University | Fort Worth, TX | Jan 2019 - May 2019 | < 1 |
| Chicago Cubs | Mesa, AZ | Jun 2015 - Nov 2018 | 3 |
| Texas Christian University | Fort Worth, TX | Aug 2011 - May 2015 | 3 |
- TX
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Total Assets Under Management3,341MILLIONS
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Total Number of Accounts3,808ACCOUNTS
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Average Account Value$877,404
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, KS, LA, MO, NH, TX, VA
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