Robert Morphis, financial advisor Winston Salem NC

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 12 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2018 - Current 5
J. Brent Hedrick Winston Salem, NC Feb 2018 - Current 6
Northwestern Mutual Investment Services, LLC Winston Salem, NC Jan 2014 - Current 10
Daddy Daughter Books Elkin, NC May 2013 - Current 10
Northwestern Mutual Wealth Management Company Milwaukee, WI Apr 2017 - Feb 2018 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2014 - Feb 2018 4
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: 866-950-4644
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
  • 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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