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Alexander Charles Morrison

9 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only
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Location

San Francisco, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Invesco Distributors, INC.
October 2018 - Present · 7 yrs 4 mos
Invesco Advisers, INC.
October 2018 - Present · 7 yrs 4 mos
Invesco Distributors, INC.Broker
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
November 2016 - October 2018 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
August 2016 - October 2018 · 2 yrs 2 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.