Carla Morris, financial advisor Rochester NY
89 score

Carla Morris

CRD Number: 5950028
Current Firm: Edward Jones

Carla Morris (CRD# 5950028) is an Investment Advisor Representative working at Edward Jones in Rochester, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2013 - Current 3
Edward Jones Rochester, NY Jul 2011 - Sep 2013 2
Thread Boutique Rochester, NY Mar 2011 - Jul 2011 < 1
Homemaker Rochester, NY Jun 2010 - Jul 2011 1
The College At Brockport Brockport, NY Jan 2009 - May 2010 1
Homemaker Birmingham, AL Jul 2005 - Dec 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Carla M. Morris
Phone Number: 314-515-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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