Lee
Morris
Wealthcare Advisory Partners LLC
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About this Advisor
Lee Morris is a financial advisor based in Charlottesville, Virginia, working with Wealthcare Advisory Partners LLC. Lee has previously held positions at Lpl Financial LLC, Dual North America, Orchid Underwriters Agency, Ryan Specialty Underwriting Managers, Klein Agency, and Wealthcare Advisory Partners LLC. Lee has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Lee is part of Wealthcare Advisory Partners LLC, which operates out of Charlottesville, Virginia. The firm has 69 offices and 210 employees. The firm manages assets totaling $4.5 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 institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthcare Advisory Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$4,541,661,225
210
17,793
$255,250
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lee Morris Work History
Lpl Financial LLC
Wealthcare Advisory Partners LLC
Dual North America
Orchid Underwriters Agency
Ryan Specialty Underwriting Managers
Klein Agency
Disclosures
Please visit the SEC profile of Lee Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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