Eugene
Morris
Davis Capital Management
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About this Advisor
Eugene Morris is a financial advisor operating in Jacksonville, Florida who has 1 year of relevant experience. Morris currently works for Davis Capital Management. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Lba Wealth Management, LLC, Bdo Wealth Advisors, LLC and Bank Of America, N.A. Morris maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and North Carolina. Davis Capital Management is a company based out of Jacksonville, FL. It administers $182 million in assets under management between its 572 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 572 customer accounts, 44% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. A financial advisor's fees largely depend on the type of services offered. Fee types charged by Davis Capital Management can include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Davis Capital Management Brokerage Details
$181,800,000
5
572
$317,832
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Eugene Morris Work History
Eugene has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bdo Wealth Advisors, LLC
Lba Wealth Management, LLC
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Eugene Morris 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 Davis Capital Management
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
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