IM
Irvin L. Morris
I.L. "LONNIE" MORRIS, CPA
Plano, TX
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CRD#: 4492937
IM
Professional summary
Irvin Lionel Morris is a registered financial advisor currently at I.L. "LONNIE" MORRIS, CPA located in Plano, Texas.
Irvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Irvin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Irvin Lionel 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®
NoneExperience
Current
October 1, 2014 - Present
I.L. "LONNIE" MORRIS, CPA
RIA
CRD#: 118578
Plano, TX
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
Texas(10/1/2014)
Current Firm
I"
I.L. "LONNIE" MORRIS, CPA
I.L. "LONNIE" MORRIS, CPA | I.L. "LONNIE" MORRIS, CPA & COMPANY
CRD#: 118578 / SEC#:
Texas
Registered Investment Advisory firm - (2/1/2003 Limited)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Plano, TX
Mailing Address
Phone number
(972) 867-5372
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
