Kerry
Morris
Apo Financial Services, LLC
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About this Advisor
Kerry Morris is a financial advisor based in Franklin, Tennessee, working with Apo Financial Services, LLC. Kerry has previously held positions at Assurance Financial Partners, Horter Investment Management, LLC, Honor Shield, LLC, and Apo Financial Services, LLC. Kerry has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Kerry is part of Apo Financial Services, LLC, which operates out of Franklin, Tennessee. The firm has 6 offices and 8 employees. The firm manages assets totaling $100.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Apo Financial Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Apo Financial Services, LLC Brokerage Details
$100,278,222
8
918
$109,236
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Kerry Morris Work History
Apo Financial Services, LLC
Honor Shield, LLC
Assurance Financial Partners
Horter Investment Management, LLC
Disclosures
Please visit the SEC profile of Kerry 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 Apo Financial Services, LLC
Broomfield, CO
Broomfield, CO
Broomfield, CO
Broomfield, CO
Franklin, TN
Broomfield, CO
Broomfield, CO
The content in this profile was updated by SmartAsset on 6/19/2024. 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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