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James Tucker Morris

MORRIS FINANCIAL CONCEPTS, INC.·MOUNT PLEASANT, South Carolina
Series 65Clean record10 years registeredMORRIS FINANCIAL CONCEPTS, INC.
409 COLEMAN BLVD, STE 100, MOUNT PLEASANT, SC 29464-5318CRD# 6314769Firm CRD# 114862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Tucker Morris · MOUNT PLEASANT, SC
Registration
CRD #6314769 · MORRIS FINANCIAL CONCEPTS, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

MORRIS FINANCIAL CONCEPTS, INC.
Mar 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 14, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MORRIS FINANCIAL CONCEPTS, INC.
CRD 114862 · SEC 801-60830
AUM
$408M
Regulatory assets under management
Employees
10
910 client accounts
Services offered by MORRIS FINANCIAL CONCEPTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MORRIS FINANCIAL CONCEPTS, INC. →
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05

Frequently Asked Questions

What services does James Tucker Morris offer?
James Tucker Morris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.
What are James Tucker Morris's credentials?
James Tucker Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Tucker Morris located?
James Tucker Morris is based in MOUNT PLEASANT, South Carolina, working with MORRIS FINANCIAL CONCEPTS, INC.. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.
How does James Tucker Morris charge for services?
James Tucker Morris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORRIS FINANCIAL CONCEPTS, INC.?
MORRIS FINANCIAL CONCEPTS, INC. has approximately 10 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MORRIS FINANCIAL CONCEPTS, INC.

Mary Elizabeth Ivy
MOUNT PLEASANT, SC
Mario Anthony Nardone
MOUNT PLEASANT, SC
Kyra Hollowell Morris
MOUNT PLEASANT, SC

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Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MT. PLEASANT (14)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)BLUFFTON (7)
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Research
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