Robert Morphis
Robert Morphis is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Winston Salem, NC, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
500 W 5th St Ste 604, Winston Salem, NC, 27101
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a self-published author under "Daddy Daughter Books" and sells a children's book, dedicating minimal time to this activity. He may also earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products, and serves as treasurer for Foothills Arts Council, spending minimal time on this role.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
W&s Brokerage Services, INC.Broker
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.