Dexter Morse (CRD# 6199644) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Bonita Springs, FL and has 1 year of experience in the finance industry. Dexter Morse 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.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morse And Company Cpa's LLC | Bonita Springs, FL | Oct 2022 - Current | 1 |
| Covenant Asset Management | Chester, NJ | Jan 2013 - Current | 11 |
| Morse And Company Cpa's LLC | New York, NY | Jan 2009 - Sep 2022 | 13 |
- FL
- NJ
-
Total Assets Under Management494MILLIONS
-
Total Number of Accounts552ACCOUNTS
-
Average Account Value$895,582
- 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
CA, FL, NJ, NY, TX
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