Tyler Morris, CFP®
Financial Advisor at Crescent Advisory Partners of Raymond James- Claim this Profile
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Experience
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Crescent Advisory Partners of Raymond James
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Nov 2023 - Present
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond… Show more Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Financial Planning Consultant
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Jan 2020 - Present
Florence, South Carolina Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond… Show more Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Financial Consultant
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Oct 2018 - Jan 2020
Florence, South Carolina Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC Member SIPC
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Registered Client Associate
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Jun 2017 - Oct 2018
Florence, South Carolina
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Registered Personal Banker II
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Aug 2016 - Jun 2017
Florence, South Carolina
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Registered Personal Banker
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Jul 2016 - Aug 2016
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Personal Banker
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Apr 2014 - Jul 2016
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Teller
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Feb 2013 - Apr 2014
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Piggly Wiggly Carolina
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Retail Groceries
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300 - 400 Employee
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Assistant Manager
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May 2011 - Feb 2013
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Education
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Francis Marion University
Bachelor of Business Administration (B.B.A.), Finance -
South Florence High School
High School Diploma, General Studies -
Kaplan University
Certificate, Financial Planning