Tiffany RitchieCRD Number: 6117189
Current Firm: Morris Financial Concepts, Inc.
Tiffany Ritchie (CRD# 6117189) is an Investment Advisor Representative working at Morris Financial Concepts, Inc. in Mount Pleasant, SC and has over 5 years of experience in the finance industry. Tiffany Ritchie 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||Aug 2011 - Current||6|
|Mantua Swim And Tennis Club||Fairfax, VA||May 2011 - Aug 2011||< 1|
|Virginia Tech||Blacksburg, VA||Aug 2006 - May 2011||4|
|Permanent Value, Inc.||San Diego, CA||Jun 2010 - Aug 2010||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management188MILLIONS
Total Number of Accounts801ACCOUNTS
Average Account Value$234,721
- 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