Brenda Morris (CRD# 3254266) is an Investment Advisor Representative working at Humane Investing, LLC in Glen Allen, VA and has over 24 years of experience in the finance industry. Brenda 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.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Humane Investing, LLC | Glen Allen, VA | Oct 2020 - Current | 3 |
| First Affirmative Financial Network, LLC | Colorado Springs, CO | Oct 2009 - Oct 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
- CA
- TX
- VA
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts64ACCOUNTS
-
Average Account Value$234,375
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX, VA
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