Theresa L. Morrison

BECKETT COLLECTIVE

Tucson, AZ

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CRD#: 6620337

Professional summary

Theresa Lynn Morrison, CFP®, who also goes by Theresa Lynn Morrison, is a registered financial advisor currently at BECKETT COLLECTIVE located in Tucson, Arizona and 6|21 PRIVATE WEALTH located in Tucson, Arizona.

Theresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Theresa has worked at 4 firms .

Question & Answer

What are your service offerings?

Investment Planning

Employee and Employer Plan Ben...

Socially Responsible Investing

Retirement Planning

Comprehensive Financial Planni...

Small Business Planning

Tax Planning

Inheritance

Do you have an area of expertise or specialization?

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

Entrepreneurs

Estate & Generational Planning...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Theresa Lynn Morrison

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.

BlockSpaces, Inc.; NOT Investment-Related; Tampa, Florida; fintech; Sept 2023 as advisor; January 2025 as COO; Approx. 120 hours/month; Approx. 1 hour/day during trading hours; business operations, investor and customer relations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theresa Lynn Morrison'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: 2016

Experience

Current

March 5, 2020 - Present

BECKETT COLLECTIVE

RIA

CRD#: 307455

Tucson, AZ

Current

April 8, 2025 - Present

6|21 PRIVATE WEALTH

RIA

CRD#: 335433

Tucson, AZ

Past

August 3, 2021 - April 9, 2025

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

TUCSON, AZ

Past

July 25, 2016 - April 8, 2020

FORTRESS FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 143969

TUCSON, AZ

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

Arizona
(3/5/2020)

IAR

Texas
(1/9/2024)

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

Current Firm

BECKETT COLLECTIVE

BECKETT | BECKETT COLLECTIVE, LLC | BECKETT COLLECTIVE

CRD#: 307455 / SEC#:

Arizona

Registered Investment Advisory firm - (3/5/2020 Approved)

Texas

Registered Investment Advisory firm - (12/27/2023 Conditional Restricted)

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Contact information

Main Address

Tucson, AZ

Mailing Address

Phone number

(520) 200-5150

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 38,785,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Contact information

(xxx) xxx-xxxx

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Theresa L. Morrison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theresa Lynn Morrison's CRS (Customer Relationship Summary).

Certified licenses

Experience

BECKETT COLLECTIVE

6|21 PRIVATE WEALTH

ORIGIN INVESTMENT ADVISORY LLC

FORTRESS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Current Firm

BECKETT COLLECTIVE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BECKETT COLLECTIVE

TRUST BUT VERIFY

Contact information

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