Marc Christopher Morris

Employer firm

Blue Ridge Wealth Planners CRD 285347

$362M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → Present
  Blue Ridge Wealth Planners
  Knoxville, TN
• 05/2017 → 10/2019
  Pya, P.C.
  Knoxville, TN
• 08/2016 → 10/2017
  University Of Tennesse, Haslam Torch Fund
  Knoxville, TN
• 06/2016 → 12/2017
  University Of Tennessee
  Knoxville, TN

Other Businesses

NAME: RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS; INV RELATED: YES; ADDRESS: 9725 COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932; NATURE; RIA AND INSURANCE; POSITION: WEALTH PLANNER; START DATE: 1/2020; HOURS/MONTH: 180; TRADING HOURS/MONTH: ALL; DUTIES: FINANCIAL PLANNING AND INVESTMENT ADVISING ?Name of the outside business: Lighthouse Financial LLC ?whether the business is investment-related: Yes; ?the address of the other business: 2627 Windjammer Lane Knoxville TN 37932 ?the nature of the other business: Investment Club ?your position: Managing Member ?title, or relationship with the other business: Managing Member ?the start date of your relationship: 1/1/2021 ?the approximate number of hours/month you devote to the other business: 2 ?the number of hours you devote to the other business during securities trading hours: 0 ?and briefly describe your duties relating to the other business: Overseeing bi-annual meeting and investment strategy

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-18

Other Names

• Chris Morris