Leslie
Morse
Cary Street Partners
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About this Advisor
Leslie Morse is a financial advisor based in Charlotte, North Carolina, working with Cary Street Partners. Leslie has previously held positions at Allen, Mooney & Barnes Investment Advisors, Allen, Mooney & Barnes Brokerage Services, and Cary Street Partners LLC. Leslie has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in North Carolina and Virginia. Currently, Leslie is part of Cary Street Partners, which operates out of Charlotte, North Carolina. The firm has 16 offices and 144 employees. The firm manages assets totaling $7.0 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cary Street Partners includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cary Street Partners Brokerage Details
$6,977,336,124
144
12,547
$556,096
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
- Educational seminars/workshops
Leslie Morse Work History
Cary Street Partners LLC
Allen, Mooney & Barnes Investment Advisors
Allen, Mooney & Barnes Brokerage Services
Disclosures
Please visit the SEC profile of Leslie 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 Cary Street Partners
Roanoke, VA
Fredericksburg, VA
Greenville, SC
Charlottesville, VA
Charlotte, NC
Summit, NJ
Austin, TX
Tampa, FL
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