Kyra Morris, financial advisor Mount Pleasant SC
90 score

Kyra Morris

CRD 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.

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Professional Designations
Company Name Location Dates Years
Morris Financial Concepts, Inc. Mount Pleasant, SC Jan 2001 - Current 15
Morris Financial Concepts Mount Pleasant, SC Mar 1990 - Current 26

Kyra Morris has no recent exams reported.
Contact Info for Kyra H. Morris
Phone Number: 843-884-6192
Registered State(s):
  • LA
  • TX
  • SC
By the Numbers
  • Total Assets Under Management
    188
    MILLIONS
  • Total Number of Accounts
    801
    ACCOUNTS
  • Average Account Value
    $234,721
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

LA, SC, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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