Veralynn Morris
Veralynn Morris is a registered investment advisor at Advisornet Wealth Partners, based in Frederick, MD, with 29 years of industry experience. Veralynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
5100 Buckeystown Pike, Suite 250, Frederick, MD, 21704
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2006Employment Separation After Allegations
December 2004Other Business ActivitiesSells Insurance
Veralynn is a Certified Divorce Financial Analyst, providing account summaries of marital property for divorcing couples, including mediation and expert witness services, spending minimal time on this. Veralynn also owns Potomac Financial Services Group LLC, selling fixed insurance and annuities, dedicating about two-thirds of her time to this.
Employment History
Current Registrations
Advisornet Wealth Partners
Previous Registrations
Capital Portfolio Management, INC.
Capital Portfolio Management, INC.Broker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Southwestern Management & Research CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.