Glenn R. Morris

MORRIS WEALTH MANAGEMENT

ANDERSON, CA 96007

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CRD#: 2304786

Professional summary

Glenn Roger Morris, CFP®, who also goes by Glenn Morris, is a registered financial advisor currently at MORRIS WEALTH MANAGEMENT located in Anderson, California.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Glenn has worked at 4 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Tax Planning

Insurance Planning

Comprehensive Financial Planni...

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

Glenn Morris

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Roger Morris's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

September 12, 2025 - Present

MORRIS WEALTH MANAGEMENT

Office #1: 2807 Childress Drive, Anderson, CA 96007

RIA

CRD#: 338474

ANDERSON, CA

Past

April 4, 2013 - October 22, 2025

MORRIS WEALTH MANAGEMENT

RIA

CRD#: 165662

ANDERSON, CA

Past

November 18, 1997 - May 15, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

ANDERSON, CA

Past

July 11, 1997 - May 15, 2013

LPL FINANCIAL LLC

CRD#: 6413

ANDERSON, CA

Past

January 5, 1993 - July 14, 1997

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/18/2025)

IAR

Texas
(9/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/22/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/31/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/7/1997

General Securities Principal Examination

Current Firm

MORRIS WEALTH MANAGEMENT

GLENN MORRIS, INC. | MORRIS WEALTH MANAGEMENT

CRD#: 338474 / SEC#:

California

Registered Investment Advisory firm - (9/18/2025 Approved)

Texas

Registered Investment Advisory firm - (8/26/2025 Conditional Restricted)

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Contact information

Main Address

2807 Childress Drive, Anderson, CA 96007

Mailing Address

Phone number

(530) 365-1234

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	205
AUM (Assets Under Management)	$ 68,535,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Glenn R. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Roger Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORRIS WEALTH MANAGEMENT

MORRIS WEALTH MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 63

Date: 1/22/1993

Series 7

Date: 12/31/1992

Series 24

Date: 10/7/1997

Current Firm

MORRIS WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MORRIS WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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