Cory
Morrison
Captrust
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About this Advisor
Cory Morrison is a financial advisor based in Brentwood, Tennessee, working with Captrust. Cory has previously held positions at Edward Jones, Arthritis Foundation, Hca-Tristar Centennial Medical Center, Lpl Financial LLC, Trustcore Investments, LLC, Trustcore Financial Services, LLC, Capfinancial Partners LLC (Captrust), and Capfinancial Securities LLC. Cory has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Cory is part of Captrust, which operates out of Brentwood, Tennessee. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Cory Morrison Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Trustcore Investments, LLC
Trustcore Financial Services, LLC
Lpl Financial LLC
Edward Jones
Arthritis Foundation
Hca-Tristar Centennial Medical Center
Disclosures
Please visit the SEC profile of Cory Morrison 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 Captrust
Sanford, NC
Raleigh, NC
Boerne, TX
San Antonio, TX
San Antonio, TX
Tampa, FL
Birmingham, AL
Phoenix, AZ
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