Morris
Nutt

Tcm

CRD#2891940
Investment Advisor
in Germantown, TN

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About this Advisor

Morris Nutt is a financial advisor working in Germantown, Tennessee with 6 years of relevant experience. Nutt is on the advisory team at Tcm. Over the course of their career, they have held roles at Raymond James Financial Services, Inc, Self Employed Insurance Sales Agent, Blue Cross Blue Shield, Bni-Bus. Network Int, Insurance, Morris Nutt Financial, LLC, Insurance - Non Variable, Raymond James Financial Services Advisors, Inc, Mid-South Commercial, Commonsense, Inc, Trinity Capital Management, LLC, Niagara International Capital Limited, Chalice Capital Partners, LLC and Chalice Wealth Advisors, LLC. Nutt maintains a Series 63 license, designating them as a securities representative, and is approved to serve investors in Louisiana, Tennessee and Texas. Tcm is an advisory company that has its headquarters in Germantown, TN. It has $103 million in assets under management among its 407 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 407 client accounts, 20% are held by high-net-worth clients who have at least $1 million in investable assets. Tcm provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees depend on the financial services provided. However, fees billed by Tcm can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1730 S. Germantown Rd. Suite 224
Germantown, TN 38138

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Tcm Brokerage Details

Total Assets Under Management

$102,506,463

TN Average: $730,596,643
Total Number of Employees

4

TN Average: 15
Total Number of Accounts

407

TN Average: 968
Average Account Size

$251,859

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Morris Nutt Work History

Morris has been registered as a financial advisor for 6 years.*

2019 - Present (5 years)

Chalice Wealth Advisors, LLC

2018 - Present (6 years)

Chalice Capital Partners, LLC

2017 - Present (7 years)

Trinity Capital Management, LLC

2016 - Present (8 years)

Trinity Capital Management, LLC

2010 - Present (14 years)

Commonsense, Inc

2005 - Present (19 years)

Insurance

2005 - Present (19 years)

Insurance - Non Variable

2005 - Present (19 years)

Mid-South Commercial

2004 - Present (20 years)

Bni-Bus. Network Int

2003 - Present (21 years)

Self Employed Insurance Sales Agent

2003 - Present (21 years)

Blue Cross Blue Shield

2002 - Present (22 years)

Raymond James Financial Services, Inc

2017 - 2018 (1 year)

Niagara International Capital Limited

2009 - 2017 (8 years)

Raymond James Financial Services Advisors, Inc

2007 - 2016 (9 years)

Morris Nutt Financial, LLC

*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 Morris Nutt 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 Tcm

Carroll Davenport
Atlanta, GA
Morris Nutt
Germantown, TN

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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