Glenn R. Morris
Professional summary
Glenn Roger Morris, CFP®, who also goes by Glenn Morris, was a registered financial advisor .
Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Glenn had worked at 4 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2004
Experience
September 12, 2025 - Present
Office #1: 2807 Childress Drive, Anderson, CA 96007
April 4, 2013 - October 22, 2025
MORRIS WEALTH MANAGEMENT
November 18, 1997 - May 15, 2013
LPL FINANCIAL LLC
July 11, 1997 - May 15, 2013
LPL FINANCIAL LLC
January 5, 1993 - July 14, 1997
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/18/2025)
(9/12/2025)
Exams
Current firm
No current employment
Red Flags
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Company Information
No current employment
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