Kerry Morris, financial advisor Franklin TN
96 score

Kerry Morris

CRD Number: 5591864
Current Firm: Horter Investment Management, LLC

Kerry Morris (CRD# 5591864) is an Investment Advisor Representative working at Horter Investment Management, LLC in Franklin, TN and has over 9 years of experience in the finance industry. Kerry Morris 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.

Similar Advisors
Stephen Vogel, financial advisor Franklin TN
Stephen J. Vogel
CRD# 6433636
Corvus Capital Management LLC
Score
103
Similar Advisors
Ann Dotson, financial advisor Franklin TN
Ann R. Dotson
CRD# 1823608
Retirement Resources Management, LLC
Score
101
Similar Advisors
Stephen Martin, financial advisor Franklin TN
Stephen W. Martin
CRD# 2955244
Fifth Third Securities, Inc.
Score
81
Professional Designations
Company Name Location Dates Years
Horter Investment Management Cincinnati, OH Jun 2014 - Current 3
Assurance Financial Partners Franklin, TN Feb 2008 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Kerry R. Morris
Phone Number: 513-984-9933
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    1,115
    MILLIONS
  • Total Number of Accounts
    10,271
    ACCOUNTS
  • Average Account Value
    $108,604
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.