Brenda A. Morris
Professional summary
Brenda Ann Morris, CFP®, who also goes by Brenda Morris, is a registered financial advisor currently at HUMANE INVESTING, LLC. located in Glen Allen, Virginia.
Brenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brenda has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brenda Ann Morris's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
July 28, 2020 - Present
HUMANE INVESTING, LLC.
October 14, 2009 - October 1, 2020
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
August 27, 2008 - August 28, 2009
OSAIC FS, INC.
May 29, 2008 - August 28, 2009
OSAIC FS, INC.
February 7, 2006 - April 7, 2008
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2000 - April 7, 2008
WELLS FARGO CLEARING SERVICES, LLC
July 14, 1999 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/9/2023)
(7/28/2020)
(10/2/2020)
Exams
Current Firm
HUMANE INVESTING, LLC.
CRD#: 309690 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 21,000,000 |
Red Flags
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