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MORRIS FINANCIAL CONCEPTS, INC.
MORRIS FINANCIAL CONCEPTS, INC.
MOUNT PLEASANT, South Carolina
·
6 registered advisors
·
CRD# 114862
SEC# 801-60830
0
843-884-6192
01
Firm Overview
AUM
$408M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MORRIS FINANCIAL CONCEPTS, INC.
6 registered advisors
James Tucker Morris
MOUNT PLEASANT, South Carolina
CRD# 6314769
Kyra Hollowell Morris
MOUNT PLEASANT, South Carolina
CRD# 1174952
Mario Anthony Nardone
MOUNT PLEASANT, South Carolina
CRD# 3223250
Mary Elizabeth Ivy
MOUNT PLEASANT, South Carolina
CRD# 5652790
Robert Stanley Morris
MOUNT PLEASANT, South Carolina
CRD# 5120468
Sharon Wheeler Cook
MOUNT PLEASANT, South Carolina
CRD# 4650491
05
Office Locations
MOUNT PLEASANT, South Carolina
6 advisors
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Data sourced from SEC Form ADV filings. MORRIS FINANCIAL CONCEPTS, INC. (CRD# 114862) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.