David Morris, financial advisor Nashville TN
73 score

David Morris

CRD Number: 1098464
Current Firm: Avondale Partners, LLC

David Morris (CRD# 1098464) is an Investment Advisor Representative working at Avondale Partners, LLC in Nashville, TN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Avondale Partners, LLC Nashville, TN Aug 2010 - Current 6
Church Street Advisors Franklin, TN Feb 2006 - Aug 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
S66 NASAA Uniform Combined State Law Examination Feb 2006
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for David L. Morris
Phone Number: 615-467-3500
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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