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James Tucker Morris

Morris Financial Concepts, Inc.

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About James Tucker Morris

James Tucker Morris is an investment advisor representative with Morris Financial Concepts, Inc. James Tucker Morris is registered with the state of South Carolina. The firm, Morris Financial Concepts, Inc., is based in Mount Pleasant, South Carolina. The firm has an office in Mount Pleasant, South Carolina. James Tucker Morris has been with the firm since February 2014. James Tucker Morris offers a variety of financial planning and investment management services to individuals, businesses, and pension plans. James Tucker Morris is registered to provide investment advisory services to both individuals and businesses. James Tucker Morris is also registered to provide portfolio management for businesses. The firm's clients include high-net-worth individuals and pension plans. James Tucker Morris has been a registered investment advisor representative since March 14, 2016. James Tucker Morris passed the Uniform Investment Adviser Law Examination on March 14, 2016. The firm's compensation arrangements include fixed fees, hourly charges, and a percentage of assets.

Firm Information

James Morris is currently registered with Morris Financial Concepts, Inc.. Morris Financial Concepts, Inc. is a registered investment advisor located in MOUNT PLEASANT, SC. The firm manages approximately $408,329,099 in assets for 910 clients. They provide financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. Morris Financial Concepts also participates in wrap fee programs.
Morris Financial Concepts, Inc.

409 COLEMAN BLVD, STE 100

MOUNT PLEASANT, SC 29464-5318

$408.33M

Assets Under Management

Not reported

Total Clients

7

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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James Morris’s Registration & Firm History

SC

03/14/2016 - Present

Morris Financial Concepts, Inc. (MOUNT PLEASANT SC)

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Licenses & Designations

IA

Issued 03/14/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Tucker Morris.
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