Audrey C. Morrison
Professional summary
Audrey Collins Morrison, CFP®, who also goes by Audrey Anne Collins, Audrey Anne Collins Morrison, is a registered financial advisor currently at CAIRN FINANCIAL ADVISORS, LLC located in Denver, Colorado.
Audrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Audrey has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Audrey Collins Morrison's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
April 5, 2018 - Present
CAIRN FINANCIAL ADVISORS, LLC
July 12, 2016 - March 9, 2018
PRUCO SECURITIES, LLC.
May 10, 2016 - March 9, 2018
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/5/2018)
(4/9/2019)
Exams
Current Firm
CAIRN FINANCIAL ADVISORS, LLC
CRD#: 292666 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 14,232,223 |
Red Flags
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