B. Wistar MorrisCRD Number: 5393880
Current Firm: Signature Family Wealth Advisors
B. Wistar Morris (CRD# 5393880) is an Investment Advisor Representative working at Signature Family Wealth Advisors in Norfolk, VA and has over 9 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Signature Financial Management, Inc.||Norfolk, VA||Dec 2007 - Current||9|
|W.l. Achenbach & Assoc, Inc.||Charlottesville, VA||Jun 2007 - Dec 2007||< 1|
|Unemployed||Charlottesville, VA||Oct 2006 - Jun 2007||< 1|
|Miller Center Foundation||Charlottesville, VA||Mar 1999 - Oct 2006||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management3,316MILLIONS
Total Number of Accounts1,024ACCOUNTS
Average Account Value$3,238,741
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IL, NY, TX, VA