Catherine
Morris
Eagle Strategies LLC
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About this Advisor
Catherine Morris is a financial advisor based in Marion, North Carolina, working with Eagle Strategies LLC. Catherine has previously held positions at Phillips Financial Group LLC, Pharo Management, Inc, Proxy Home Watch, Earwood, Moore, Carpenter, & Guy, Pllc, Western Carolina University, Nylife Securities LLC, and Eagle Strategies LLC. Catherine has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and South Carolina. Currently, Catherine is part of Eagle Strategies LLC, which operates out of Marion, North Carolina. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Catherine Morris Work History
Eagle Strategies LLC
Nylife Securities LLC
Phillips Financial Group LLC
Pharo Management, Inc
Proxy Home Watch
Earwood, Moore, Carpenter, & Guy, Pllc
Western Carolina University
Disclosures
Please visit the SEC profile of Catherine Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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