Roy
Morris
Pfg Advisors
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About this Advisor
Roy Morris is a financial advisor based in Phoenix, Arizona. Morris is an employee of Pfg Advisors. During their career, the advisor has held roles at Axa Advisors, LLC, Equitable Advisors, LLC, Pfg Advisors and Securities America, Inc. Morris maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona and Texas. Pfg Advisors is a financial advisory firm based in Phoenix, AZ. The firm has offices in 129 locations and a total of 94 employees. It administers $2 billion in assets under management across its 9,045 client accounts, making it one of the largest firms in the nation by assets under management. Of its 9,045 accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees vary depending on the type of services provided. Fee types billed by Pfg Advisors can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$1,835,590,579
94
9,045
$202,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Roy Morris Work History
Roy has been registered as a financial advisor for 0 years.*
Pfg Advisors
Securities America, Inc
Axa Advisors, LLC
Equitable Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roy 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 Pfg Advisors
Springfield, OR
Albuquerque, NM
Tucson, AZ
Scottsdale, AZ
Albuquerque, NM
Eugene, OR
San Diego, CA
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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