Morris Wealth Management
Morris Wealth Management (CRD# 165662) is a financial advisory firm headquartered in Anderson, CA. They manage $50,124,000 in 260 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts260ACCOUNTS
Average Account Value$192,785
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, LA, OR
Glenn Morris (CRD# 2304786) is an Investment Advisor Representative working at Morris Wealth Management in Anderson, CA and has over 25 years of experience in the finance industry. Glenn 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.