Katherine
Morrison
Prota Financial
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About this Advisor
Katherine Morrison is a financial advisor based in Houston, Texas, working with Prota Financial. Katherine has previously held positions at The University Of Texas, Humble Isd, Spring Branch Isd, St. Theresa Catholic School, and Prota Financial. Katherine has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Katherine is part of Prota Financial, which operates out of Houston, Texas. The firm has 19 offices and 12 employees. The firm manages assets totaling $182.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Prota Financial includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prota Financial Brokerage Details
$182,022,262
12
1,324
$137,479
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Katherine Morrison Work History
Prota Financial
St. Theresa Catholic School
Humble Isd
Spring Branch Isd
The University Of Texas
The University Of Texas
Disclosures
Please visit the SEC profile of Katherine 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 Prota Financial
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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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