Gary Morris (CRD# 2463062) is an Investment Advisor Representative working at Independent Financial Group, LLC in Arcadia, CA and has over 30 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | Arcadia, CA | Jul 2018 - Current | 5 |
| Professional Advisory Services,inc. | Arcadia, CA | Jan 2003 - Current | 21 |
| Professional Estate Services, Inc. | Arcadia, CA | Jun 1994 - Current | 29 |
| Hart, Mieras, Morris & Peale | Pasadena, CA | Oct 1970 - Current | 53 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2017 - Jul 2018 | < 1 |
| Girard Securities, Inc. | San Diego, CA | Jul 2008 - Nov 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- CA
- TX
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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, WY
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