Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Morrison is a financial advisor with Captrust, a firm that provides investment management, financial planning, and retirement consulting services to individuals, families, and institutions. Cory has been in the financial services industry since 2018, and has a strong background in providing comprehensive financial planning and investment management services. Cory holds the Series 7, 66 and SIE licenses, and is also a Certified Financial Planner.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
12/22/2022 - Present
Captrust (Brentwood TN)
TN
09/11/2020 - 12/31/2020
TRUSTCORE INVESTMENTS LLC (BRENTWOOD TN)
TN
08/31/2018 - 09/24/2020
LPL FINANCIAL LLC (MURFREESBORO TN)
TN
01/22/2018 - 06/05/2018
EDWARD JONES (NASHVILLE TN)
BOTH
Issued 03/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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