Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morris? Claim Your ProfileMorris McKinney is an investment advisor representative with Wealth Planning, Inc. Morris is licensed with the state of Virginia and has been in the industry since September 1992. Morris is a Certified Financial Planner and has been serving clients as the president of the firm since 1992. Morris specializes in providing financial planning services for individuals. Wealth Planning, Inc. primarily provides financial planning services to individuals. The firm serves a total of 8 individuals, and has approximately $5,331,489 in assets under management. The firm charges fees based on a percentage of assets, hourly charges, and fixed fees.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
01/01/2016 - Present
Wealth Planning, Inc. (VIRGINIA BEACH VA)
IA
Issued 11/13/1992
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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