Christopher MorrisonCRD Number: 6433976
Current Firm: Ae Wealth Management, LLC
Christopher Morrison (CRD# 6433976) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Jacksonville, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Ae Wealth Management, LLC||Topeka, KS||Jan 2019 - Current||3|
|Nuventure Financial Group, LLC||Jacksonville, FL||Jan 2019 - Current||3|
|Mandarin Insurance And Retirement Planning||St. Johns, FL||Apr 2009 - Current||12|
|Img Wealth Management, Inc.||Jacksonville, FL||Sep 2017 - Jan 2019||1|
|Madison Avenue Securities, LLC||San Diego, CA||Sep 2017 - Dec 2018||1|
|Planmember Securities Corporation||Carpinteria, CA||May 2017 - Sep 2017||< 1|
|Planmember Securities Corporation||Carpinteria, CA||Jan 2015 - Sep 2017||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2017|
|S65||NASAA Investment Advisors Law Examination||May 2017|
Total Assets Under Management12,637MILLIONS
Total Number of Accounts103,801ACCOUNTS
Average Account Value$121,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- 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
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.