Cma Financial Services
Cma Financial Services (CRD# 283847) is a financial advisory firm headquartered in Dunwoody, GA. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
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
Jessica Morris (CRD# 5452116) is an Investment Advisor Representative working at Cma Financial Services in Snellville, GA and has over 4 years of experience in the finance industry. Jessica 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.