Kevin
Morse
Npa Asset Management, LLC
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About this Advisor
Kevin Morse is a financial advisor working in Paramus, New Jersey with 5 years of industry experience. Morse is currently employed by Npa Asset Management, LLC. Over the course of their career, they have held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc and Morristown Fire Department. Morse has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Npa Asset Management, LLC is an advisory business based out of Paramus, NJ. The firm has offices in 14 locations and a total of 73 people on staff. It controls $791 million in total assets among its 2,880 accounts, placing it among the bigger firms in the United States by assets under management. The firm advises four charities and foundations. Of its 2,880 accounts, 26% are associated with high-net-worth investors who have more than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on which services are provided. Fee types billed by Npa Asset Management, LLC can consist of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Npa Asset Management, LLC Brokerage Details
$791,199,797
73
2,880
$274,722
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Kevin Morse Work History
Kevin has been registered as a financial advisor for 5 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Morristown Fire Department
*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 Kevin Morse 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 Npa Asset Management, LLC
Paramus, NJ
Paramus, NJ
Paramus, NJ
Paramus, NJ
Paramus, NJ
San Juan, PR
Paramus, NJ
Paramus, NJ
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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