Robert Morphis, financial advisor Winston Salem NC
90 score

Robert Morphis

CRD Number: 5965418
Current Firm: Northwestern Mutual Investment Services,llc

Robert Morphis (CRD# 5965418) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Winston Salem, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2014 - Current 2
Northwestern Mutual Investment Services, LLC Winston Salem, NC Jan 2014 - Current 2
Daddy Daughter Books Elkin, NC May 2013 - Current 3
W&s Brokerage Services Cincinnati, OH Oct 2011 - Nov 2013 2
Western Southern Life North Wilkesboro, NC Dec 2010 - Nov 2013 2
Unemployed Elkin, NC Sep 2010 - Dec 2010 < 1
Central States Mfg Mount Airy, NC Feb 2010 - Sep 2010 < 1
Interstate Sign Co Mount Airy, NC Oct 2002 - Feb 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Robert J. Morphis
Phone Number: 866-664-7737
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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