Terry Lee Morris
Investment adviser representative at Kingsview Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$9BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Kingsview Wealth Management, LLCMay 2015 to now
- Kingsview Asset ManagementFeb 2015 to now
- Kingsview, LLCMar 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Kingsview Wealth Management, LLC
$9BAssets managed
12,309Clients
115Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2460504
- Firm CRD
- 148107