Lynn Morris, financial advisor Alpharetta GA
93 score

Lynn Morris

CRD Number: 1019064
Current Firm: Planmember Securities Corporation

Lynn Morris (CRD# 1019064) is an Investment Advisor Representative working at Planmember Securities Corporation in Alpharetta, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Mar 2011 - Current 5
Symetra Investment Services, Inc. Bellevue, WA Jan 2010 - Mar 2011 1
Valic Investment Services Company Atlanta, GA Oct 1998 - Jan 2010 11
The Variable Annuity Marketing Company Atlanta, GA Jun 1981 - Jan 2010 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for Lynn H. Morris
Phone Number: 805-684-1199
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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