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Anthony Ryan Morris

Worth Financial Group Inc.

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About Anthony Ryan Morris

Anthony Morris is a registered representative with Worth Financial Group Inc. based in Dallas, Texas. Anthony has been in the financial services industry since 1997 and has experience with Investment Company Products/Variable Contracts Representative Examination. Prior to joining Worth Financial Group Inc., Anthony was associated with INTERNATIONAL ASSETS ADVISORY, LLC, LINCOLN INVESTMENT and INVESTORS CAPITAL CORP.. Anthony has a Series 6, Series 63, and SIE licenses.

Firm Information

Anthony Morris is currently registered with Worth Financial Group Inc.. Worth Financial Group Inc. is a Corporation formed in 1983. The firm provides investment advice and portfolio management services to individuals. They have 9 licensed agents and 5 investment adviser representatives, with a total of 11 registered representatives. The firm manages approximately $3,027,573 in assets for 4 clients, all of whom are individuals. The firm is registered with the SEC and in 22 states.

$3.03M

Assets Under Management

Not reported

Total Clients

7

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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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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percentage of assets

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

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Anthony Morris’s Registration & Firm History

TX

05/07/2023 - Present

Worth Financial Group Inc. (Dallas TX)

TX

08/25/2020 - 06/01/2023

INTERNATIONAL ASSETS ADVISORY, LLC (EL PASO TX)

TX

07/01/2015 - 08/26/2020

LINCOLN INVESTMENT (EL PASO TX)

TX

02/20/2002 - 07/02/2015

INVESTORS CAPITAL CORP. (EL PASO TX)

IL

08/01/2000 - 02/20/2002

PMG SECURITIES CORPORATION (ELGIN IL)

IL

04/16/1997 - 08/01/2000

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

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Licenses & Designations

BC

Issued 05/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Anthony Ryan Morris. Review regulatory record here.
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