Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Christopher Morris is an investment advisor representative with Blue Ridge Wealth Planners. Marc holds a Series 65 license and is registered as an Investment Advisor Representative in Tennessee. Marc is also registered with Lighthouse Financial LLC. Marc specializes in Retirement Planning, Estate Planning, College Savings Planning, Insurance Planning, and Investment Management.
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.
A percentage of the total value of assets under management is charged.
Costs associated with the content of the workshop and/or course
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TN
01/15/2020 - Present
Blue Ridge Wealth Planners (KNOXVILLE TN)
IA
Issued 10/18/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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