Randel Morris (CRD# 1331125) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Oil City, PA and has over 39 years of experience in the finance industry. Randel 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# 5188229
Raymond James Financial Services Advisors, Inc.
CRD# 5368106
Raymond James Financial Services Advisors, Inc.
CRD# 2107480
Millennial Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates | Oil City, PA | Jul 2019 - Current | 4 |
| Rgmo Management LLC | Cranberry Township, PA | Jun 2012 - Current | 11 |
| Jjb Hilliard Wl Lyons LLC | Louisvillle, KY | Mar 2018 - Jul 2019 | 1 |
| Hilliard Lyons | Philadelphia, PA | Mar 1999 - Jul 2019 | 20 |
| J.j.b. Hilliard, W.l. Lyons, Inc. | Philadelphia, PA | Mar 1999 - Mar 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
- PA
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- 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)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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