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Sharon Wheeler Cook

MORRIS FINANCIAL CONCEPTS, INC.·MOUNT PLEASANT, South Carolina
Unclaimed Profile
409 COLEMAN BLVD, STE 100, MOUNT PLEASANT, SC 29464-5318CRD# 4650491Firm CRD# 114862
01

About

Sharon Wheeler Cook is a registered financial advisor based in MOUNT PLEASANT, South Carolina, affiliated with MORRIS FINANCIAL CONCEPTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MORRIS FINANCIAL CONCEPTS, INC.
MORRIS FINANCIAL CONCEPTS, INC.
AUM
$408M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at MORRIS FINANCIAL CONCEPTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4650491
Firm CRD# 114862
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sharon Wheeler Cook offer?
Sharon Wheeler Cook specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.
What are Sharon Wheeler Cook's credentials?
Sharon Wheeler Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Wheeler Cook located?
Sharon Wheeler Cook 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 Sharon Wheeler Cook charge for services?
Sharon Wheeler Cook'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 in MOUNT PLEASANT
Samuel Wayne Gamble — SAOS CAPITAL, LLCWilliam Fred Gunderson — GUNDERSON CAPITAL MANAGEMENTKyra Hollowell Morris — MORRIS FINANCIAL CONCEPTS, INC.Robert Stanley Morris — MORRIS FINANCIAL CONCEPTS, INC.William Randolph Avant — SAOS CAPITAL, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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