Unclaimed Profile

Shauna Morrison

GOVERNANCE HOLDINGS CO·PORTLAND, Maine

Clean recordGOVERNANCE HOLDINGS CO

56 NORTHPORT DRIVE, PORTLAND, ME 04103CRD# 2802602Firm CRD# 162965

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shauna Morrison · PORTLAND, ME

Registration

CRD #2802602 · GOVERNANCE HOLDINGS CO

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shauna Morrison is a registered financial advisor based in PORTLAND, Maine, affiliated with GOVERNANCE HOLDINGS CO. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Education

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

GOVERNANCE HOLDINGS CO

GMI RATINGS

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at GOVERNANCE HOLDINGS CO →

Services

Market timing services

Educational seminars/workshops

Other

Background

Compensation

Hourly charges

Fixed fees

Subscription fees

Other: SUBSCRIPTION TO ONLINE DATABASE

Regulatory

SEC/IARD CRD# 2802602

Firm CRD# 162965

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Frequently Asked Questions

What services does Shauna Morrison offer?

Shauna Morrison specializes in Financial Education. Contact their office in PORTLAND, Maine for a consultation.

What are Shauna Morrison's credentials?

Shauna Morrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shauna Morrison located?

Shauna Morrison is based in PORTLAND, Maine, working with GOVERNANCE HOLDINGS CO. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Shauna Morrison charge for services?

Shauna Morrison's firm is compensated through hourly charges, fixed fees, subscription fees, other: subscription to online database. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOVERNANCE HOLDINGS CO?

GOVERNANCE HOLDINGS CO has approximately 50 employees. The firm is registered with the SEC as an investment adviser.

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