Cory Morrison is a CFP-designated registered investment advisor, based in Brentwood, TN, with 7 years of industry experience.
Location
5314 Maryland Way, Ste. 300, Brentwood, TN, 37027
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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.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
December 2022 - Present · 3 yrs 7 mos
Captrust
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Trustcore Financial Services, LLC
September 2020 - March 2023 · 2 yrs 6 mos
Trustcore Investments LLCBroker
September 2020 - December 2020 · 3 mos
LPL Financial LLCBroker
August 2018 - September 2020 · 2 yrs 1 mo
LPL Financial LLC
August 2018 - September 2020 · 2 yrs 1 mo
Edward Jones
March 2018 - June 2018 · 3 mos
Edward JonesBroker
January 2018 - June 2018 · 5 mos
State Registrations1 state
TN
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.