Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sommer? Claim Your ProfileSommer McKenzie Morris is a financial advisor with RFG Advisory, LLC. Sommer has been in the industry for 7 years and is registered with FINRA as a Registered Representative and in Alabama as an Investment Adviser Representative. Sommer has been associated with Morgan Stanley since 2015 and before that was with Community Newspaper Holdings Inc. Sommer holds the Series 66, Series 7, and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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AL
10/29/2020 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
AL
04/29/2015 - 10/05/2020
MORGAN STANLEY (MONTGOMERY AL)
BOTH
Issued 05/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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