Marc Morris (CRD# 7194047) is an Investment Advisor Representative working at Blue Ridge Wealth Planners in Knoxville, TN and has over 4 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Ridge Wealth Planners | Knoxville, TN | Oct 2019 - Current | 4 |
| Pya, P.c. | Knoxville, TN | May 2017 - Oct 2019 | 2 |
| University Of Tennessee | Knoxville, TN | Jun 2016 - Dec 2017 | 1 |
| University Of Tennesse, Haslam Torch Fund | Knoxville, TN | Aug 2016 - Oct 2017 | 1 |
| Cleveland Bradly County Teachers Federal Credit Union | Cleveland, TN | Sep 2015 - Jun 2016 | < 1 |
| Tennova Healthcare Of Cleveland | Cleveland, TN | Feb 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- TN
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts1,846ACCOUNTS
-
Average Account Value$109,009
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, GA, NC, TN, TX, VA
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