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Alan Grant Morris

Advisory Services Network

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About Alan Grant Morris

Alan Morris is a financial advisor currently registered with Advisory Services Network, LLC in Atlanta, Georgia. Alan has been in the industry for over 11 years, starting with Crown Capital Securities, L.P. in 2012. Alan specializes in providing financial planning, selection of other advisors and portfolio management for individuals. Alan is also licensed in Florida and has a Series 66, Series 24 and Series 7 licenses.

Firm Information

Alan Morris is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Morris’s Registration & Firm History

FL

09/28/2023 - Present

Advisory Services Network (PALM BEACH GARDENS FL)

FL

10/12/2023 - 12/26/2023

CALTON & ASSOCIATES, INC. (TAMPA FL)

FL

03/19/2012 - 10/03/2023

CROWN CAPITAL SECURITIES, L.P. (JUPITER FL)

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Licenses & Designations

BOTH

Issued 05/14/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Alan Grant Morris. Review regulatory record here.
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