Cma Financial Services

Cma Financial Services (CRD# 283847) is a financial advisory firm headquartered in Atlanta, GA. They manage $11,644,594 in 112 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $103,970
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Cma Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Jessica J. Morris
CRD#: 5452116
1 Dunwoody Park, S, Suite 105, Atlanta, GA 30338
96
Wealthminder
score

Jessica Morris (CRD# 5452116) is an Investment Advisor Representative working at Cma Financial Services in Atlanta, GA and has over 6 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.

2
Christopher O. Morris
CRD#: 4246536
1 Dunwoody Park, Suite 105, Atlanta, GA 30338
86
Wealthminder
score

Christopher Morris (CRD# 4246536) is an Investment Advisor Representative working at Cma Financial Services in Atlanta, GA and has over 17 years of experience in the finance industry. Christopher 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.

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