Morris L. Mckinney

WEALTH PLANNING

Virginia Beach, VA

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CRD#: 2242243

Professional summary

Morris Lee Mckinney, CFP® is a registered financial advisor currently at WEALTH PLANNING, INC. located in Virginia Beach, Virginia.

Morris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Morris has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PRESIDENT OF WEALTH PLANNING, INC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morris Lee Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Current

January 1, 2016 - Present

WEALTH PLANNING, INC.

RIA

CRD#: 116045

Virginia Beach, VA

Past

November 20, 1992 - December 31, 2015

WEALTH PLANNING, INC.

RIA

CRD#: 116045

VIRGINIA BEACH, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/1/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/13/1992

Uniform Investment Adviser Law Examination

Current Firm

WEALTH PLANNING, INC.

CRD#: 116045 / SEC#:

Virginia

Registered Investment Advisory firm - (1/1/2016 Approved)

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Contact information

Main Address

Virginia Beach, VA

Mailing Address

Phone number

(757) 721-3913

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 5,515,210

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Morris L. Mckinney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morris Lee Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH PLANNING, INC.

WEALTH PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/1992

Current Firm

WEALTH PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH PLANNING, INC.

TRUST BUT VERIFY

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