Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Garrett Morris is a financial advisor associated with LPL Financial LLC. Andrew has been in the financial services industry since 2007. Andrew holds Series 63, 65 and 7 licenses and is registered in multiple states, including North Carolina, South Carolina and Texas. Andrew also has a business relationship with Morris Tax Services and Morris Financial Services. Andrew provides financial planning and investment advisory services for individuals, businesses, pension plans and charitable organizations. Andrew's office is located in Hendersonville, North Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
01/03/2023 - Present
LPL Financial LLC (HENDERSONVILLE NC)
NC
10/11/2017 - 01/06/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Hendersonville NC)
NC
01/26/2009 - 10/11/2017
INVEST FINANCIAL CORPORATION (HENDERSONVILLE NC)
NC
03/07/2008 - 01/23/2009
SYNERGY INVESTMENT GROUP, LLC (HENDERSONVILLE NC)
SC
10/11/2005 - 10/23/2006
EDWARD JONES (WEST COLUMBIA SC)
IA
Issued 09/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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