Arne Morris, financial advisor Raleigh NC
93 score

Arne Morris

CRD Number: 3151988
Current Firm: Townsend Asset Management Corp.

Arne Morris (CRD# 3151988) is an Investment Advisor Representative working at Townsend Asset Management Corp. in Raleigh, NC and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Townsend Asset Management Corp Raleigh, NC Jan 2017 - Current 1
Mcgladrey Wealth Management LLC Raleigh, NC Dec 2000 - Dec 2016 16
Birchtree Financial Services LLC Raleigh, NC Jan 2001 - Jul 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Arne W. Morris
Phone Number: 919-782-9689
Firm Website: http://www.assetmgr.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    211
    MILLIONS
  • Total Number of Accounts
    739
    ACCOUNTS
  • Average Account Value
    $284,844
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL, NC, SC, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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