Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Morris is an investment advisor representative at State Farm Investment Management Corp. Richard has been in the securities industry since April 1998. Richard is registered with FINRA and the state of Florida. In addition to being a financial advisor, Richard is also a licensed insurance agent, owning Richard Morris's Insurance Agency. Richard is also registered with the state of Florida as an investment advisor. Richard is affiliated with State Farm Investment Management Corp. and State Farm Mutual Automobile Insurance Company and its affiliates.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/18/2018 - Present
State Farm Investment Management Corp. (Middleburg FL)
IA
Issued 09/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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