Katherine Marie Morrison
Investment adviser representative at Prota Financial
6 yearsExperience
1 stateRegistered in
$270.4MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
6 years in the industry.
- Prota FinancialNov 2022 to now
- Not EmployedAug 2022 to Nov 2022
- St. Theresa Catholic School,Aug 2021 to Aug 2022
- Spring Branch IsdAug 2019 to Aug 2021
- Not EmployedJun 2019 to Aug 2019
- Humble IsdJan 2019 to May 2019
- Not EmployedJun 2018 to Jan 2019
- The University of TexasJan 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Prota Financial
Legal name: Prota Financial, LLC
$270.4MAssets managed
673Clients
15Advisers
4 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
- 7661664
- Firm CRD
- 283776