Morris
Nutt

Tcm

CRD#2891940
Investment Advisor
in Germantown, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Morris Nutt is a financial advisor based in Germantown, Tennessee, working with Tcm. Morris has previously held positions at Raymond James Financial Services, Inc, Self Employed Insurance Sales Agent, Blue Cross Blue Shield, Bni-Bus. Network Int, Morris Nutt Financial, LLC, Raymond James Financial Services Advisors, Inc, Mid-South Commercial Properties, Kingswood Capital Partners, LLC, Kingswood Wealth Advisors, LLC, Trinity Capital Management, LLC, and Niagara International Capital Limited. Morris has passed the Series 63 regulatory exam and is registered to provide services in Louisiana, Tennessee, and Texas. Currently, Morris is part of Tcm, which operates out of Germantown, Tennessee. The firm has 5 employees and manages assets totaling $114.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Tcm includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tcm Brokerage Details

Total Assets Under Management

$114,326,100

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

5

TN Average: 15
Total Number of Accounts

740

TN Average: 968
Average Account Size

$154,495

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

2018 - Present (6 years)

Kingswood Capital Partners, LLC

2016 - Present (8 years)

Trinity Capital Management, LLC

2005 - Present (19 years)

Mid-South Commercial Properties

2003 - Present (21 years)

Self Employed Insurance Sales Agent

2019 - 2023 (4 years)

Kingswood Wealth Advisors, LLC

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

2004 - 2018 (14 years)

Bni-Bus. Network Int

2003 - 2016 (13 years)

Blue Cross Blue Shield

2002 - 2017 (15 years)

Raymond James Financial Services, Inc

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

Rebecca Merkel
Germantown, TN
Carroll Davenport
Atlanta, GA
Morris Nutt
Germantown, TN

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started