Sean
Palmer
Morris Financial Concepts, Inc
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About this Advisor
Sean Palmer is a financial advisor who works out of Mount Pleasant, South Carolina with 2 years of relevant experience. Palmer is on the advisory team at Morris Financial Concepts, Inc. Their career trajectory has included roles at Creighton Farms, Vlp Financial Advisors, Morris Financial Concepts, Inc, Full-Time Student, High School Student and College Student. Palmer maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to work in South Carolina. Morris Financial Concepts, Inc is an advisory business headquartered in Mount Pleasant, SC. It controls $344 million in assets under management among its 880 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 880 accounts, 40% belong to high-net-worth investors who have more than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules depend on which services are offered. Fee types charged by Morris Financial Concepts, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morris Financial Concepts, Inc Brokerage Details
$344,443,003
10
880
$391,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Sean Palmer Work History
Sean has been registered as a financial advisor for 2 years.*
Morris Financial Concepts, Inc
Vlp Financial Advisors
Full-Time Student
Creighton Farms
Full-Time Student
Creighton Farms
Full-Time Student
College Student
High School Student
*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 Sean Palmer 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 Morris Financial Concepts, Inc
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
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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