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Veralynn Mary Morris

Investment Adviser Representative at ADVISORNET WEALTH PARTNERS

Frederick, MDCRD #1016334Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Maryland
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/29/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 11/11/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/26/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.002
Source

Advisornet Wealth Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ADVISORNET WEALTH PARTNERSCurrent
12/10/2024Frederick, MD
CAPITAL PORTFOLIO MANAGEMENT, INC.
3/25/202212/23/2024Frederick, MD

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Veralynn Mary Morris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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