Nicholas Morris, financial advisor Lockport IL
88 score

Nicholas Morris

CRD Number: 6364148
Current Firm: Evergreen Capital Management Inc.

Nicholas Morris (CRD# 6364148) is an Investment Advisor Representative working at Evergreen Capital Management Inc. in Lockport, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Joliet, IL Jul 2014 - Current 2
Deloitte Fas LLP Chicago, IL May 2011 - Jul 2014 3
Unemployed Joliet, IL Sep 2010 - May 2011 < 1
University Of St. Francis Joliet, IL Jan 2009 - Sep 2010 1
Trinity Services Joliet, IL Sep 2007 - Jan 2009 1
Ramada Limited Joliet, IL Sep 2006 - Sep 2007 1
7 - Eleven Joliet, IL Sep 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Nicholas D. Morris
Phone Number: 402-392-1220
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $51,702
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

IL, NE, NJ

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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