Christopher Morrison (CRD# 6433976) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Jacksonville, FL and has over 6 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management, LLC | Topeka, KS | Jan 2019 - Current | 5 |
Nuventure Financial Group, LLC | Jacksonville, FL | Jan 2019 - Current | 5 |
Mandarin Insurance And Retirement Planning | St. Johns, FL | Apr 2009 - Current | 15 |
Img Wealth Management, Inc. | Jacksonville, FL | Sep 2017 - Jan 2019 | 1 |
Madison Avenue Securities, LLC | San Diego, CA | Sep 2017 - Dec 2018 | 1 |
Plan Member Securities Corporation | Carpinteria, CA | May 2017 - Sep 2017 | < 1 |
Plan Member 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 |
- FL
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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
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