Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willis? Claim Your ProfileWillis Carlton Morrison is a financial advisor registered with State Farm Investment Management Corp. Willis has been in the industry since January 11, 2016, and has experience with J.P. Morgan Securities LLC and AXA Advisors, LLC. Willis is registered in the state of Texas and holds the Series 66, Series 7, Series 6TO and SIE licenses. Willis is also an insurance agent and a partner in Morris Code Ranch LLC. In addition to being a financial advisor, Willis is also a real estate owner.
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
TX
08/16/2018 - Present
State Farm Investment Management Corp. (Murphy TX)
TX
04/17/2015 - 03/11/2016
J.P. MORGAN SECURITIES LLC (RICHARDSON TX)
TX
01/22/2014 - 04/06/2015
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 03/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Willis Morrison is the right advisor for you? Invested Better is here to help.
