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Dean Walker Morris

Cornerstone Investment Partners, LLC

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About Dean Walker Morris

Dean Walker Morris is a financial advisor registered with Cornerstone Investment Partners, LLC. Dean has been in the industry since 1992. Dean's primary registration is in the state of Georgia and has been an active Investment Advisor Representative in the state since 2010. Dean's previous employment includes a position with CIGNA Securities, Inc. in Atlanta, Georgia. Dean holds the Series 6 and Series 63 licenses and is a Chartered Financial Analyst. Dean is a member of Cornerstone Investment Partners, LLC, whose main office is located in Atlanta, Georgia. Cornerstone Investment Partners, LLC is an investment advisor that offers advisory services to individuals, businesses, and pooled investment vehicles.

Firm Information

Dean Morris is currently registered with Cornerstone Investment Partners, LLC. Cornerstone Investment Partners, LLC is an investment advisor based in Atlanta, GA, managing over $1.89 billion in assets for individuals, families, businesses, charitable organizations, and other investment advisors. The firm provides portfolio management for individuals, families, businesses, and pooled investment vehicles. They also offer model portfolio services.
Cornerstone Investment Partners, LLC

PHIPPS TOWER, 3438 PEACHTREE RD. NE.

ATLANTA, GA 30326

$1.90B

Assets Under Management

7

Total Clients

9

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.

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model portfolio provider

Model portfolio provider

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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other

Model provider fees (uma platforms)

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Dean Morris’s Registration & Firm History

GA

08/26/2010 - Present

Cornerstone Investment Partners, LLC (ATLANTA GA)

NA

02/18/1992 - 06/09/1992

CIGNA SECURITIES, INC.

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Licenses & Designations

BC

Issued 11/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dean Walker Morris.
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