Carla MorrisCRD 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.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|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|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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