Gary
Morris
Independent Financial Group, LLC
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About this Advisor
Gary Morris is a financial advisor based in Arcadia, California, working with Independent Financial Group, LLC. Gary has previously held positions at Hart, Mieras, Morris & Peale, Professional Advisory Services, Inc, Professional Estate Services, Inc, Girard Securities, Inc, Cetera Advisor Networks LLC, and Independent Financial Group. Gary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Gary is part of Independent Financial Group, LLC, which operates out of Arcadia, California. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gary Morris Work History
Independent Financial Group
Professional Advisory Services,Inc
Professional Estate Services, Inc
Hart, Mieras, Morris & Peale
Cetera Advisor Networks LLC
Girard Securities, Inc
Disclosures
Please visit the SEC profile of Gary Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Group, LLC
San Luis Obispo, CA
San Diego, CA
San Diego, CA
San Diego, CA
Alameda, CA
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
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