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Christopher M

Series 63, Series 65

Ponte Vedra, FL

AE Wealth Management, LLC

Christopher Morrison is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at several firms, including Nuventure Financial Group and IMG Wealth Management. Morrison is also president of The Legacy Retirement Group, where he offers retirement planning and insurance-based products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios and discretionary management, supporting advisors with investment consulting and specialized programs.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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