Kelly MorrisCRD Number: 5543708
Current Firm: Raymond James Financial Services Advisors, Inc.
Kelly Morris (CRD# 5543708) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Raleigh, NC and has over 9 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Raymond James Financial Services, Inc.||Raleigh, NC||Oct 2012 - Current||4|
|Alger Financial||Raleigh, NC||Oct 2012 - Current||4|
|Raymond James Financial Services Advisors Inc.||Raleigh, NC||Oct 2012 - Current||4|
|Edward Jones||St Louis, MO||Nov 2010 - Oct 2012||1|
|Wachovia Securities, LLC||Raleigh, NC||Jun 2008 - Nov 2010||2|
|Wachovia Bank, N.a.||Raleigh, NC||Jun 2008 - Nov 2010||2|
|Cox Automart||Morrrisville, NC||Jan 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV