Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Morris is a financial advisor with over 25 years of experience in the financial services industry. Gary is a registered representative of Independent Financial Group, LLC and has been with the firm since July 2018. Prior to joining Independent Financial Group, LLC, Gary was a financial advisor with CETERA ADVISOR NETWORKS LLC and Girard Securities, Inc.. Gary has a wide range of experience in providing financial advice to individuals and businesses. Gary specializes in financial planning, portfolio management, and retirement planning. Gary is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/03/2022 - Present
Independent Financial Group, LLC (ARCADIA CA)
CA
11/01/2017 - 07/06/2018
CETERA ADVISOR NETWORKS LLC (ARCADIA CA)
CA
07/08/2008 - 11/01/2017
GIRARD SECURITIES, INC. (ARCADIA CA)
CA
10/31/2005 - 06/13/2008
AIG FINANCIAL ADVISORS, INC. (ARCADIA CA)
AZ
04/16/1997 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
08/01/1995 - 04/16/1997
LAGUNA SECURITIES, INC. (NEWPORT BEACH CA)
CA
03/30/1994 - 08/01/1995
WEALTH RESOURCE CAPITAL CORPORATION (NEWPORT BEACH CA)
BOTH
Issued 07/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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