Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Morris is a financial advisor with over 23 years of experience in the industry. Virginia is registered with Independent Financial Partners and holds licenses in Alabama and Texas. Virginia has a broad range of experience, having previously worked at firms such as Truist Investment Services, BB&T Securities, LLC, and BB&T Investment Services, Inc. Virginia is committed to providing her clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
AL
12/08/2023 - Present
Independent Financial Partners (Trussville AL)
AL
02/17/2021 - 10/10/2023
TRUIST INVESTMENT SERVICES, INC. (TRUSSVILLE AL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
AL
04/14/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (TRUSSVILLE AL)
AL
11/10/2010 - 02/15/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
AL
08/24/2010 - 10/27/2010
FSC SECURITIES CORPORATION (BIRMINGHAM AL)
AL
07/21/1999 - 08/10/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
IA
Issued 06/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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