Cynthia
Morris
Litman Gregory Wealth Management, LLC
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About this Advisor
Cynthia Morris is a financial advisor based in Larkspur, California, working with Litman Gregory Wealth Management, LLC. Cynthia has previously held positions at Rand & Associates, Sensiba San Filippo Financial Advisers LLC, and Litman Gregory Wealth Management, LLC. Cynthia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Cynthia is part of Litman Gregory Wealth Management, LLC, which operates out of Larkspur, California. The firm has 3 offices and 25 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Litman Gregory Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Litman Gregory Wealth Management, LLC Brokerage Details
$2,411,865,613
25
1,890
$1,276,119
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Cynthia Morris Work History
Litman Gregory Wealth Management, LLC
Sensiba San Filippo Financial Advisers LLC
Rand & Associates
Disclosures
Please visit the SEC profile of Cynthia 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 Litman Gregory Wealth Management, LLC
Larkspur, CA
Larkspur, CA
Larkspur, CA
Saint Louis, MO
Larkspur, CA
Larkspur, CA
Larkspur, CA
Larkspur, CA
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