Christopher Morris (CRD# 6514405) is an Investment Advisor Representative working at HBKS Wealth Advisors in Sarasota, FL and has 1 year of experience in the finance industry. He also has his CPA certification and has 5 years of accounting and tax background.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partners, Inc. | Sarasota, FL | Jun 2021 - Current | 2 |
| Avantax Investment Services, Inc. | Sarasota, FL | Mar 2021 - Current | 3 |
| Avantax Planning Partners, Inc. | Sarasota, FL | Mar 2021 - Current | 3 |
| Cs&l Cpas | Sarasota, FL | Dec 2019 - Current | 4 |
| Purshe Kaplan Sterling Investments | Sarasota, FL | Jul 2015 - Nov 2019 | 4 |
| Hbks Wealth Advisors | Sarasota, FL | Jun 2015 - Nov 2019 | 4 |
| Hbk Cpas And Consultants | Sarasota, FL | Nov 2011 - Nov 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
| S63 | Uniform Securities State Law Examination | Feb 2016 |
- FL
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Total Assets Under Management6,377MILLIONS
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Total Number of Accounts12,286ACCOUNTS
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Average Account Value$519,058
- 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)
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, VT, WA, WI, WV, WY
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