Kyra MorrisCRD Number: 1174952
Current Firm: Morris Financial Concepts, Inc.
Kyra Morris (CRD# 1174952) is an Investment Advisor Representative working at Morris Financial Concepts, Inc. in Mount Pleasant, SC and has 1 year of experience in the finance industry. Kyra Morris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|Morris Financial Concepts, Inc.||Mount Pleasant, SC||Jan 2001 - Current||17|
|Morris Financial Concepts||Mount Pleasant, SC||Mar 1990 - Current||28|
Total Assets Under Management210MILLIONS
Total Number of Accounts722ACCOUNTS
Average Account Value$290,217
- 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
LA, SC, TX, VA