Terry
Morris
Lindenwold Advisors Inc
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About this Advisor
Terry Morris is a financial advisor working in Reading, Pennsylvania with a total of 3 years of industry experience. Morris is on the advisory team at Lindenwold Advisors Inc. Throughout their career, Morris has worked at Truist Financial Corp, Lindenwold Advisors LLC and Lindenwold Advisors, LLC. Morris is approved to advise clients in Pennsylvania. Lindenwold Advisors Inc is a registered investment firm headquartered in Reading, PA. It administers $214 million in total assets between its 256 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 256 client accounts, 69% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on which services the firm provides the client. However, fees billed by Lindenwold Advisors Inc typically consist of asset-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Lindenwold Advisors Inc Brokerage Details
$214,150,722
3
256
$836,526
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Terry Morris Work History
Terry has been registered as a financial advisor for 3 years.*
Lindenwold Advisors, LLC
Lindenwold Advisors LLC
Truist Financial Corp
*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 Terry Morris 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 Lindenwold Advisors Inc
Reading, PA
Reading, PA
Reading, PA
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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