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Lee Morris

Wealthcare Advisory Partners LLC

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About Lee Morris

Lee Morris is a registered investment advisor representative with Wealthcare Advisory Partners LLC, an independent investment advisor firm. Lee is also a registered representative of LPL Financial. Lee has been in the financial services industry for over 10 years, having held positions at various firms, including Dual North America, Orchid Underwriters Agency, Ryan Specialty Underwriting Managers, and Klein Agency. Lee holds the Series 66, Series 7TO and SIE licenses. Lee's experience and qualifications make Lee well-suited to provide a wide range of financial services to individual and institutional clients.

Firm Information

Lee Morris is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

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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selection of other advisors

Helps you choose top advisors aligned with your 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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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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Lee Morris’s Registration & Firm History

VA

02/01/2024 - Present

Wealthcare Advisory Partners LLC (CHARLOTTESVILLE VA)

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Licenses & Designations

BOTH

Issued 01/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lee Morris.
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