Katherine Morrison (CRD# 7661664) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Prota Financial | Houston, TX | Nov 2022 - Current | 1 |
Not Employed | Houston, TX | Aug 2022 - Nov 2022 | < 1 |
St. Theresa Catholic School, | Houston, TX | Aug 2021 - Aug 2022 | 1 |
Spring Branch Isd | Houston, TX | Aug 2019 - Aug 2021 | 2 |
Not Employed | Houston, TX | Jun 2019 - Aug 2019 | < 1 |
Humble Isd | Humble, TX | Jan 2019 - May 2019 | < 1 |
Not Employed | Houston, TX | Jun 2018 - Jan 2019 | < 1 |
The University Of Texas | Austin, TX | Jan 2016 - May 2018 | 2 |
Not Employed | Kingwood, TX | Jan 2015 - Dec 2015 | < 1 |
The University Of Texas | Austin, TX | Aug 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- TX
-
Total Assets Under Management182MILLIONS
-
Total Number of Accounts1,324ACCOUNTS
-
Average Account Value$137,479
- 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)
LA, SC, TX, WA
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