EM
CFP
EM
CFP

Eric Morris

21 Years of Experience
Greenville, SC
Broker

Eric Morris is a CFP-designated registered investment advisor, based in Greenville, SC, with 21 years of industry experience.

Location

20 Mills Avenue, Greenville, SC, 29605

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric owns Wakemen Holdings LLC and is a co-owner of Greenville Property Solutions LLC, both holding companies for rental real estate. Eric spends minimal time on these activities, primarily researching and purchasing properties, as the properties are professionally managed.

Employment History
Current Registrations
Cary Street PartnersBroker
April 2023 - Present · 3 yrs 1 mo
Cary Street Partners
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Truist Advisory Services, INC.
March 2021 - April 2023 · 2 yrs 1 mo
Truist Investment Services, INC.Broker
February 2021 - April 2023 · 2 yrs 2 mos
Bb&t Securities, LLC
January 2013 - March 2021 · 8 yrs 2 mos
Bb&t Securities, LLCBroker
November 2012 - February 2021 · 8 yrs 3 mos
Scott & Stringfellow, LLC
September 2007 - January 2013 · 5 yrs 4 mos
Scott & Stringfellow, LLCBroker
September 2007 - January 2013 · 5 yrs 4 mos
Scott & Stringfellow, INC.
September 2007 - September 2007 · 0 mos
Bb&t Investment Services, INC.Broker
August 2004 - August 2007 · 3 yrs
Bb&t Investment Services, INC.
August 2004 - August 2007 · 3 yrs
Bb&t Asset Management, INC.
July 2004 - August 2004 · 1 mo
Bb&t Investment Services, INC.
June 2004 - July 2004 · 1 mo
Bb&t Investment Services, INC.Broker
April 2004 - July 2004 · 3 mos
State Registrations7 states
FLGANCOHSCTXVA
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.
Eric Morris - Financial Advisor | TrueAdvisor