Andrew
Morris

Cambridge Investment Research Advisors, Inc

CRD#5014739
Investment Advisor
in Hendersonville, NC

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About this Advisor

Andrew Morris is a financial advisor who lives in Hendersonville, North Carolina. Currently a registered advisor with Cambridge Investment Research Advisors, Inc, they have accumulated 14 years of professional experience as a financial advisor. Morris maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Morris is able to serve customers based out of North Carolina, South Carolina and Texas. Their career trajectory has included roles at Army National Guard, Invest Financial Corp, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc and Morris Financial Services. Cambridge Investment Research Advisors, Inc is located in Hendersonville, North Carolina, and operates out of 1,905 other brick-and-mortar locations across the nation. In total, Cambridge Investment Research Advisors, Inc manages $56 billion in assets dispersed across 297,440 accounts and retains more than 2,982 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 268,970 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Cambridge Investment Research Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

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, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

14 Towne Place Dr., Suite 110
Hendersonville, NC 28792

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

NC Average: $9,259,360,772
Total Number of Employees

2,982

NC Average: 166
Total Number of Accounts

297,440

NC Average: 7,189
Average Account Size

$188,808

NC Average: $1,287,990

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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
  • Market timing services
  • Educational seminars/workshops

Andrew Morris Work History

Andrew has 14 years of experience.

2017 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2017 - Present (4 years)

Cambridge Investment Research, Inc

2012 - Present (9 years)

Morris Financial Services

2006 - Present (15 years)

Army National Guard

2009 - 2017 (8 years)

Invest Financial Corp

Disclosures

Andrew Morris has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Michael Ryan
Aitkin, MN
Aaron Hobart
Biddeford, ME
Dawn Wilson
Athens, OH
Thomas Oshea
Fairfield, CT
Peter Coleman
Littleton, CO
Robert Miller
San Ramon, CA
Joseph Komarnicki
Virginia Beach, VA
Brian Hines
Harleysville, PA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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