Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Morris is a financial advisor with The Mather Group, LLC. David has been in the financial services industry since 2014 and holds the Series 65 license. David is also a Certified Financial Planner™ professional. David specializes in financial planning and investment management for individuals and businesses. The Mather Group, LLC is a Registered Investment Advisor with over $10 billion in assets under management. The firm provides financial planning, investment management, and other advisory services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of total net worth
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IL
05/16/2022 - Present
THE Mather Group, LLC (CHICAGO IL)
IA
Issued 05/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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