Kent Morris
Kent Morris is a CFP-designated registered investment advisor at Nationwide Investment Advisors, LLC, based in San Diego, CA, with 44 years of industry experience. Kent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 251,223 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is up to 1.00% for participant accounts, up to 0.65% for governmental and institutional plan participants, up to 0.50% for the Advice Program, and up to 0.02% for Smart Alliance. Fees are negotiable at the plan level.
Fee Estimator
Location
3333 Camino Del Rio South, Suite 100, San Diego, CA, 92108
Get directionsHistory
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 →Employment History
Current Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Previous Registrations
Gwfs Equities, INC.Broker
The Great-West Life Assurance CompanyBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Ids/american Express INC.Broker
State Registrations26 states
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
More Advisors
- Diane Bienke, CFPJ.P. Morgan Securities LLC
- Carter Watson, CFA, CFPFelspar Financial
- Gabriel Adams, CFPCreative Planning
- Matthew Luckham, CFPLPL Financial LLC
- Brett Pernicano, CFA, CFP, ChFCCorient
- Brian Hebert, CFPCorient