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Adam Morris

4 Years of Experience
Broker
Areas of Practice
Insurance PlanningReal Estate Investing
Compensation
Fee-Only (AUM)
Firm Size
47 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M
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Location

307 State Street, Proctorville, OH, 45669

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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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Employment History
Current Registrations
Wesbanco Securities, INC.
June 2022 - Present · 3 yrs 8 mos
Wesbanco Securities, INC.Broker
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Edward Jones
January 2020 - March 2021 · 1 yr 2 mos
Edward JonesBroker
September 2019 - March 2021 · 1 yr 6 mos
State Registrations5 states
FLKYOHSCWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Morris - Financial Advisor | TrueAdvisor