Daniel Adair Morris

Thepartners Wealth Management

9 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Thepartners Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

5,276 clients

Average Client Portfolio

$86K average

Assets Under Management

$454.5M

Fee Structure

Location

602 S. 8th Ave., Safford, AZ, 85546

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History

Regulatory History (1)

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Financial

January 2017

Pending

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel is a self-employed insurance agent selling fixed insurance and annuity products. He also serves as treasurer and board member for United Way, owns D.A. Morris Investments LLC for tax purposes, works as an admin assistant for Sorensen Financial, provides consulting services for Guidepoint Consultants, and works for both Infinity Accounting and Impact Funeral Partners performing accounting and bookkeeping tasks.

Employment History

Current Registrations

Thepartners Wealth Management

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Scf Securities, INC.Broker

July 2020 - December 2020 · 5 mos

Scf Investment Advisors, INC.

February 2020 - October 2024 · 4 yrs 8 mos

J.P. Morgan Securities LLCBroker

March 2016 - August 2019 · 3 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

March 2015 - October 2015 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.