Veralynn MorrisCRD Number: 1016334
Current Firm: Capital Portfolio Management, Inc.
Veralynn Morris (CRD# 1016334) is an Investment Advisor Representative working at Capital Portfolio Management, Inc. in Lutherville-Timonium, MD and has over 27 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
Mml Investors Services, LLC
|Captial Portfolio Management, Inc.||Timonium, MD||Mar 2022 - Current||1|
|Potomac Financial Services Group LLC||Frederick, MD||Nov 2002 - Current||21|
|Capital Portfolio Managemetn, Inc.||Timonium, MD||Oct 2013 - Oct 2022||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1996|
|S65||NASAA Investment Advisors Law Examination||Oct 2021|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management11MILLIONS
Total Number of Accounts18ACCOUNTS
Average Account Value$583,333
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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