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Allison Marie Morris

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$1,500
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Location

Oscoda, MI

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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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Other Business Activities

Allison is an artist creating charcoal, ink, acrylic, and multi-media drawings and paintings. This takes about 10-20% of Allison's time.

Employment History
Current Registrations
Huntington Financial Advisors
August 2020 - Present · 5 yrs 6 mos
The Huntington Investment CompanyBroker
June 2017 - Present · 8 yrs 8 mos
The Huntington Investment Company
June 2017 - Present · 8 yrs 8 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allison Marie Morris - Financial Advisor | TrueAdvisor