Independent Financial Group, LLC
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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
Years of Experience
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Independent Financial Group, LLC Brokerage Details
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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.
Independent Financial Group
Professional Advisory Services,Inc
Professional Estate Services, Inc
Hart, Mieras, Morris & Peale
Cetera Advisor Networks LLC
Girard Securities, Inc
Gary Morris has no disclosures.
Please visit their SEC profile for more details.