Terry Morris
Terry Morris is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Memphis, TN, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6750 Poplar, Suite 512, Memphis, TN, 38138
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terry has personal investments and owns 50% of a rental property since 2012, dedicating minimal time to these activities. Terry also works as a financial advisor and manages client investments at Pinnacle Asset Management and Pinnacle Financial Partners, respectively, dedicating about half their time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations11 states
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