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Stephen Barton Valley

Morris Financial Concepts, Inc.

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About Stephen Barton Valley

Stephen Valley is an investment advisor representative at Morris Financial Concepts, Inc. Stephen has been in the industry since 2000 and is registered with the state of South Carolina. Stephen Valley holds the Series 7 General Securities Representative Examination. Stephen is a Chartered Financial Analyst (CFA). Stephen Valley has experience working with both high-net-worth individuals and individuals other than high-net-worth. The firm specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses.

Firm Information

Stephen Valley 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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Stephen Valley’s Registration & Firm History

SC

02/13/2020 - Present

Morris Financial Concepts, Inc. (MOUNT PLEASANT SC)

MO

06/15/2002 - 01/03/2003

WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)

NC

02/17/2000 - 06/15/2002

CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 02/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Barton Valley.
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