Kalonji MorrisonCRD Number: 4491044
Current Firm: Schwab Private Client Investment Advisory, Inc.
Kalonji Morrison (CRD# 4491044) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 15 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||May 2016 - Current||1|
|Charles Schwab & Company, Inc.||Orlando, FL||May 2016 - Current||1|
|Unemployed||Charleston, WV||Nov 2015 - May 2016||< 1|
|United Bank||Charleston, WV||Apr 2012 - Nov 2015||3|
|United Brokerage Services, Inc.||Parkersburg, WV||Nov 2005 - Nov 2015||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
|S63||Uniform Securities State Law Examination||Feb 2002|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV