Morris Nutt (CRD# 2891940) is an Investment Advisor Representative working at Tcm in Germantown, TN and has over 26 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kingswood Capital Partners, LLC | Germantown, TN | Jun 2018 - Current | 5 |
Trinity Capital Management, LLC | Germantown, TN | May 2016 - Current | 8 |
Mid-south Commercial Properties | Cordova, TN | Jul 2005 - Current | 18 |
Self Employed Insurance Sales Agent | Germantown, TN | Nov 2003 - Current | 20 |
Kingswood Wealth Advisors, LLC | San Diego, CA | Oct 2019 - Apr 2023 | 3 |
Niagara International Capital Limited | San Diego, CA | Oct 2017 - Jun 2018 | < 1 |
Bni-bus. Network Int. | Cordova, TN | Apr 2004 - Jun 2018 | 14 |
Raymond James Financial Services Advisors, Inc. | Cordova, TN | Jan 2009 - Oct 2017 | 8 |
Raymond James Financial Services, Inc. | Cordova, TN | Oct 2002 - Oct 2017 | 15 |
Morris Nutt Financial, LLC | Cordova, TN | Feb 2007 - Jul 2016 | 9 |
Blue Cross Blue Shield | Cordova, TN | Sep 2003 - Apr 2016 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1997 |
- LA
- TN
- TX
-
Total Assets Under Management114MILLIONS
-
Total Number of Accounts740ACCOUNTS
-
Average Account Value$154,495
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, GA, LA, MS, TN, TX
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