Christopher Morris (CRD# 4246536) is an Investment Advisor Representative working at Cma Financial Services in Atlanta, GA and has over 23 years of experience in the finance industry. Christopher Morris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2016 - Current | 7 |
| Wall Street Advisors D/b/a Cma Financial Services | Atlanta, GA | Jul 2016 - Current | 7 |
| Cma Financial Services, LLC | Atlanta, GA | Jul 2016 - Current | 7 |
| Jessica's Enterprises, Ltd | Atlanta, GA | May 1996 - Current | 27 |
| Chris Morris & Assoc. Pc | Tucker, GA | Mar 1990 - Current | 34 |
| Cape Investment Advisory | Mcdonough, GA | Jun 2012 - Jul 2016 | 4 |
| Cape Securities Inc. | Mcdonough, GA | Jun 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management14MILLIONS
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Total Number of Accounts147ACCOUNTS
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Average Account Value$93,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA, TX
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