Eric Morris (CRD# 4781204) is an Investment Advisor Representative working at Cary Street Partners in Greenville, SC and has over 19 years of experience in the finance industry. Eric 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# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cary Street Partners LLC | Richmond, VA | Apr 2023 - Current | 1 |
| Cary Street Partners Investment Advisory LLC | Richmond, VA | Apr 2023 - Current | 1 |
| Truist Advisory Services, Inc. | Atlanta, GA | Mar 2021 - Apr 2023 | 2 |
| Truist Investment Services, Inc. | Greenville, SC | Feb 2021 - Apr 2023 | 2 |
| Bb&t Securities, LLC | Greenville, SC | Jan 2013 - Feb 2021 | 8 |
| Scott & Stringfellow, Inc. | Greensville, SC | Sep 2007 - Feb 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- NC
- SC
- TX
- VA
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Total Assets Under Management6,977MILLIONS
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Total Number of Accounts12,547ACCOUNTS
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Average Account Value$556,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
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