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David Stephen Morrow

Newsouth Capital Management Inc.

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About David Stephen Morrow

David Stephen Morrow is an investment advisor representative with Newsouth Capital Management Inc.. David is a registered investment advisor in Tennessee and Texas. He has been in the industry since June of 1985. David holds a Series 63 license. He is a Chartered Financial Analyst. David has a strong track record of providing investment advice to individuals and businesses. He specializes in portfolio management, financial planning, and retirement planning.

Firm Information

David Morrow is currently registered with Newsouth Capital Management Inc.. Newsouth Capital Management Inc. is an investment advisor headquartered in Memphis, Tennessee. The firm manages approximately $2.62 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, state or municipal government entities, and pooled investment vehicles. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer wrap fee programs.
Newsouth Capital Management Inc.

999 S. SHADY GROVE ROAD

MEMPHIS, TN 38120-4129

$2.62B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Morrow’s Registration & Firm History

TN

06/27/1985 - Present

Newsouth Capital Management Inc. (MEMPHIS TN)

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Licenses & Designations

BC

Issued 06/26/1985

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Stephen Morrow.
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