wiseradvisor

Zachry P. Fearing (Zak)
Morrison Financial

Tel: (972) 966-3110
2570 Fm 407
Suite #210
Highland Village, TX 75077

Objective Driven with a Focus on Education

Morrison Financial | Financial Advisor in Highland Village ,TX

About Morrison Financial

Knowledge is power. Its also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

We are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Todays economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards. We enjoy helping people build a solid financial foundation for the future.


General Information

Firm Start Year:   2012
No.of Employees:   5-9
States Licensed in:   TX, MS, CA
Number of Years with Current Firm:   4
I work with the following types of clients:   Business Owners, Individual Investors, Businesses


Services

Investment Types:   Managed Money, Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via email, At my office, Via phone, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Annuity, Long Term Care


Firm Information

Firm's Number of Clients:   500
Advisor's Number of Clients:   100
Assets Managed by Advisor:   $25,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based


Education

Bachelor of Business Administration - Entrepreneurship  University of North Texas - Denton, TX
8/1/2006-8/1/2008



Disclaimer

Zachry P. Fearing offers Securities through Centaurus Financial, Inc. *Member FINRA and SIPC.

a Broker/Dealer and Registered Investment Advisor, Centaurus Financial, Inc. and Morrison Financial are not affiliated

Zachry P. Fearing (Zak)

Zachry P. Fearing (Zak)

Zachry P. Fearing (Zak) is a registered representative with Centaurus Financial, Inc. Prior to joining the Morrison Financial team, Mr. Fearing spent 10 years in the energy sector with a focus on finance. During this time he worked closely with both public and private energy companies to source and deploy capital for extensive oil & gas operations with a focus on shale basins in North America.

At Morrison Financial Zak is focused on developing long term relationships and helping families and business owners plan for a better financial future. He is always creating new and exciting strategies to better serve our clients.

Zak attended Hawaii Pacific University and was a member of the golf team before transferring to University of North Texas and graduating with B.B.A., Entrepreneurship. He and his wife Blaire have three children and currently reside in Lantana, TX.

My Services

Retirement Planning

Zak and the Morrison Financial Team specialize in retirement planning and have taught classes on the subject matter at local universities for 13+ years. We are objective driven with a focus on education and this has been and will continue to be our secret to success. Knowledge is power and we believe an educated client is a happy client.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Lantana Argyle
Highland Village Flower Mound
Grapevine Coppell
Lewisville Denton
Corinth Southlake
Roanoke Colleyville
Addison Carrollton
Frisco The Colony
Trophy Club Westlake
Justin Northlake
Farmers Branch Little Elm
Frisco Dallas