Catherine Morris (CRD# 7296332) is an Investment Advisor Representative working at Eagle Strategies LLC in Marion, NC and has 1 year of experience in the finance industry.
CRD# 1029891
Winning Points Advisors, LLC
CRD# 1466344
Liberated Investor Advisors, LLC
CRD# 5864228
Credit Union Investment Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Marion, NC | Jul 2023 - Current | < 1 |
| Nylife Securities LLC | Marion, NC | Aug 2022 - Current | 1 |
| Phillips Financial Group LLC | Marion, NC | Aug 2020 - Current | 3 |
| Pharo Management, Inc. | New York, NY | May 2018 - Jul 2020 | 2 |
| Proxy Home Watch | Candler, NC | Jun 2017 - Apr 2018 | < 1 |
| Western Carolina University | Cullowhee, NC | Aug 2014 - Dec 2017 | 3 |
| Earwood, Moore, Carpenter, & Guy, Pllc | Sylva, NC | Jan 2017 - Sep 2017 | < 1 |
| Mcdowell County Schools | Marion, NC | Aug 2001 - Jun 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- NC
- SC
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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