KM
KM
Keith Morris
31 Years of Experience
Plymouth Meeting, PA
1 DisclosureBrokerSells Insurance
Keith Morris is a registered investment advisor, based in Plymouth Meeting, PA, with 31 years of industry experience.
Location
8 East Germantown Pike, Suite 200, Plymouth Meeting, PA, 19462
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Regulatory History (1)
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Customer Dispute
April 2023Settled
Other Business ActivitiesSells Insurance
Keith is an assistant basketball coach, a silent partner in a pub, and an agent installing non-variable insurance products. He also serves as an investment adviser representative and a board member for a non-profit foundation, dedicating minimal time to these roles.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2013 - June 2020 · 6 yrs 9 mos
Raymond James Financial Services, INC.Broker
September 2013 - May 2022 · 8 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
July 2011 - September 2013 · 2 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2011 - September 2013 · 2 yrs 2 mos
Wells Fargo Advisors, LLC
March 2010 - July 2011 · 1 yr 4 mos
Wells Fargo Advisors, LLCBroker
July 2005 - July 2011 · 6 yrs
Legg Mason Wood Walker, IncorporatedBroker
July 1997 - August 2005 · 8 yrs 1 mo
Prudential Securities IncorporatedBroker
March 1995 - July 1997 · 2 yrs 4 mos
State Registrations19 states
CADCDEFLGALAMAMDMINCNENHNJNYOHORPATXUT
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.