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About this Advisor
Aaron Morris is a certified financial planner operating in Raleigh, North Carolina, who has been in the industry for 12 years. Morris is an advisor for Captrust. During their career, Morris has held roles at Securian Financial Services Inc, Minnesota Life, Holmes Murphy Financial Services, Visionpoint Advisory Group and Captrust. Morris has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa. Captrust is a registered investment business that has its headquarters in Raleigh, North Carolina. It has offices in 34 locations and a total of 412 employees. It handles $274 billion in assets across its 16,305 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 74 charitable organizations. Of its 16,305 customer accounts, just 8% are held by high-net-worth individuals who have at least $1 million in assets. Captrust provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial management fees usually depend on which service is offered. Fee types charged by Captrust may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Aaron Morris Work History
Aaron has 12 years of experience.
Visionpoint Advisory Group
Securian Financial Services Inc
Holmes Murphy Financial Services
Aaron Morris has no disclosures.
Please visit their SEC profile for more details.