Seth Morris (CRD# 7284402) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Rancho Cucamonga, CA and has over 3 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1527744
Transamerica Financial Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Clarity Tax Partners, LLC | Vero Beach, FL | Oct 2023 - Current | < 1 |
Ae Wealth Management, LLC | Topeka, KS | Aug 2020 - Current | 3 |
Sears Wealth Management & Insurance Solutions | Rancho Cucamonga, CA | Jul 2020 - Current | 3 |
Larry H. Miller | Sandy, UT | Oct 2018 - Jun 2020 | 1 |
Artistic Stone Masonry | Lindon, UT | Jan 2017 - Nov 2018 | 1 |
Marvelous Catering | Provo, UT | Aug 2016 - Jan 2017 | < 1 |
Palm Silage | Thermal, CA | Apr 2016 - Aug 2016 | < 1 |
Weedman Lawn Care | Springville, UT | Feb 2015 - Apr 2016 | 1 |
Church Of Jesus Christ Of Latter Day Saints | Provo, UT | Dec 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- CA
- FL
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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