Morris Monroe

from Avior Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Morris Monroe is a financial advisor based in Nebraska, Omaha, with 42 years of experience. Morris currently works for Avior Wealth Management, LLC. Morris maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Morris Monroe works at Avior Wealth Management, LLC
Avior Wealth Management, LLC is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $2,334,630,213 of assets under management and employs about 122 people. Avior Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
34 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
14301 First National Bank Parkway, Suite 110, Omaha, Nebraska, 68154

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