Unclaimed Profile

Sharon Wheeler Cook

MORRIS FINANCIAL CONCEPTS, INC.·MOUNT PLEASANT, South Carolina

Clean recordMORRIS FINANCIAL CONCEPTS, INC.

409 COLEMAN BLVD, STE 100, MOUNT PLEASANT, SC 29464-5318CRD# 4650491Firm CRD# 114862

Profile Verification

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

Identity

Sharon Wheeler Cook · MOUNT PLEASANT, SC

Registration

CRD #4650491 · MORRIS FINANCIAL CONCEPTS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MORRIS FINANCIAL CONCEPTS, INC.

AUM

$408M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4650491

Firm CRD# 114862

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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