Theresa
Morrison
Origin Financial
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About this Advisor
Theresa Morrison is a certified financial planner who works in Tucson, Arizona with a total of 2 years of relevant experience. Morrison works at Origin Financial. Throughout their career, Morrison has worked at Boutique Vineyards LLC, Fortress Investment Advisors, Beckett Collective, LLC and Blend Financial, Inc Dba Origin Financial (Crd# 305353). Morrison is able to operate in Arizona. Origin Financial is a registered investment company based out of Boston, MA. It oversees $478 thousand in assets under management between its 23 client accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The company performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely depend on the financial services offered. Fee types billed by Origin Financial likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Theresa Morrison Work History
Theresa has been registered as a financial advisor for 2 years.*
Blend Financial, Inc Dba Origin Financial (Crd# 305353)
Beckett Collective, LLC
Fortress Investment Advisors
Boutique Vineyards LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Theresa Morrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Origin Financial
Grovetown, GA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Fort Worth, TX
Culver City, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
