Daniel Morris, financial advisor Safford AZ

Daniel Morris

CRD Number: 6253121
Current Firm: Scf Investment Advisors, Inc.

Daniel Morris (CRD# 6253121) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Safford, AZ and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Scf Investment Advisors, Inc. Fresno, CA Feb 2020 - Current 1
Scf Securities, Inc. Fresno, CA Jul 2020 - Dec 2020 < 1
Freeport Mcmoran, Inc. Morenci, AZ Aug 2019 - Nov 2019 < 1
Jp Morgan Securities LLC Safford, AZ Mar 2016 - Aug 2019 3
Jp Morgan Chase Bank Safford, AZ Mar 2016 - Aug 2019 3
Unemployed Tempe, AZ Sep 2015 - Mar 2016 < 1
Rio Salado College Tempe, AZ Aug 2015 - Nov 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Jan 2015 - Sep 2015 < 1
Bank Of America Chander, AZ Jan 2015 - Sep 2015 < 1
Unemployed Tempe, AZ Oct 2014 - Jan 2015 < 1
Cdw Chandler, AZ Jun 2014 - Oct 2014 < 1
Hatch Brother's Auto Center Safford, AZ Nov 2013 - Jun 2014 < 1
Edward Jones St Louis, MO Oct 2013 - Nov 2013 < 1
Unemployed Safford, AZ Sep 2013 - Sep 2013 < 1
Verizon Wireless Thatcher, AZ Oct 2009 - Aug 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2015
S65 NASAA Investment Advisors Law Examination Feb 2020
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel A. Morris
Phone Number: 559-456-6108
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,641
    MILLIONS
  • Total Number of Accounts
    8,141
    ACCOUNTS
  • Average Account Value
    $201,615
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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