Sam Morrison, financial advisor Wilkesboro NC

Sam Morrison

CRD Number: 6371695
Current Firm: Edward Jones
Sam Morrison (CRD# 6371695) is an Investment Advisor Representative working at Edward Jones in Newton, NC and has 1 year of experience in the finance industry.
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Edward Jones
Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2017 - Current 7
Bbtis Blufton, SC Aug 2016 - Mar 2017 < 1
Edward Jones St Louis, MO Jul 2014 - Jul 2016 2
Methodist University Fayetteville, NC Aug 2009 - Jul 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Sam Morrison
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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