Anthony R. Morris
Professional summary
Anthony Ryan Morris, who also goes by Tony Morris, is a registered financial professional currently at WORTH FINANCIAL GROUP INC. located in Dallas, Texas.
Anthony is registered as a RR (Registered Representative) and started their career in finance in 1997. Anthony has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Anthony Ryan Morris's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 7, 2023 - Present
WORTH FINANCIAL GROUP INC.
Office #1: 5960 Berkshire Lane Suite 600, Dallas, TX 75225August 25, 2020 - June 1, 2023
INTERNATIONAL ASSETS ADVISORY, LLC
July 1, 2015 - August 26, 2020
LINCOLN INVESTMENT
February 20, 2002 - July 2, 2015
INVESTORS CAPITAL CORP.
August 1, 2000 - February 20, 2002
PMG SECURITIES CORPORATION
April 16, 1997 - August 1, 2000
INVESTORS BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/27/2023)
(7/14/2023)
(5/7/2023)
Exams
FINRA
Current Firm
WORTH FINANCIAL GROUP INC.
CRD#: 13478 / SEC#: , 8-29827
Contact information
FINRA licenses (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 2,539,237 |
Disclosures
| Regulatory Event | 5 |
| Arbitration | 1 |
Red Flags
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Company Information
WORTH FINANCIAL GROUP INC.
CRD#: 13478Dallas, TX 75225TRUST BUT VERIFY
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