Richard Morris (CRD# 4360722) is an Investment Advisor Representative working at Km&m Pinnacle, Ltd. in Mansfield, OH and has over 24 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boa, LLC | Mansfield, OH | Dec 2009 - Current | 14 |
| Summit Properties, LLC | Mansfield, OH | Jul 2004 - Current | 19 |
| Summit Benefit Insurance | Mansfield, OH | Jul 2002 - Current | 21 |
| Es Properties | Mansfield, OH | Feb 2002 - Current | 22 |
| Es Consulting | Mansfield, OH | Oct 2001 - Current | 22 |
| Summit Benefit Solutions | Mansfield, OH | Apr 1999 - Current | 25 |
| Km&m Pinnacle, Ltd | Mansfield, OH | Jan 1999 - Current | 25 |
| Km&m Properties | Mansfield, OH | Jan 1999 - Current | 25 |
| Globalnet Solutions, Inc. | Mansfield, OH | Feb 1994 - Current | 30 |
| Kleshinski, Morrison & Morris Cpa's | Mansfield, OH | Jul 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
OH
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