Gary
Morris

Independent Financial Group, LLC

CRD#2463062
Investment Advisor
in Arcadia, CA
Are you Gary Morris? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gary Morris is a financial advisor who works out of Arcadia, California, who has been in the financial industry for 48 years. Morris is an employee of Independent Financial Group, LLC. During their career, Morris has held roles at Hart, Mieras, Morris & Peale, Professional Advisory Services, Inc, Professional Estate Services, Inc, Girard Securities, Inc, Independent Financial Group and Cetera Advisor Networks LLC. Morris holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to operate in California. Independent Financial Group, LLC is a company that has its headquarters in Arcadia, California. The company has offices in 364 locations and a total of 680 employees. It has $3 billion in assets under management across its 11,983 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 20 charities and foundations. Of its 11,983 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in investable assets. Independent Financial Group, LLC performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on the financial services provided. Fees billed by Independent Financial Group, LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

48 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

255 E. Santa Clara St. Ste. 300
Arcadia, CA 91006

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

CA Average: $7,578,581,321
Total Number of Employees

673

CA Average: 43
Total Number of Accounts

15,620

CA Average: 3,727
Average Account Size

$187,915

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Gary has 48 years of experience.

2018 - Present (1 year)

Independent Financial Group

2003 - Present (16 years)

Professional Advisory Services,Inc

1994 - Present (25 years)

Professional Estate Services, Inc

1970 - Present (49 years)

Hart, Mieras, Morris & Peale

2017 - 2018 (1 year)

Cetera Advisor Networks LLC

2008 - 2017 (9 years)

Girard Securities, Inc

Disclosures

Gary Morris has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started