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GM

Gabriel Morris

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CRD#: 6394939
GM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gabriel Morris, who also goes by Gabe Allen Morris, Gabriel Allen Morris, was a registered financial professional .

Gabriel is a previously registered financial professional and started their career in finance in 2014. Gabriel had worked at 1 firm and has passed the Series 99TO, SIE, Series 7 and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gabe Allen Morris | Gabriel Allen 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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

September 26, 2014 - January 25, 2022

CAMPBELL FINANCIAL SERVICES, LLC

BD
CRD#: 42953
BALTIMORE, MD

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/26/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 11/12/2016
Financial and Operations Principal Examination

Current Firm

CF
CAMPBELL FINANCIAL SERVICES, LLC
CAMPBELL FINANCIAL SERVICES, INC. | CAMPBELL FINANCIAL SERVICES, LLC

CRD#: 42953 / SEC#: , 8-50119

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209
Mailing Address
2850 Quarry Lake Drive, Baltimore, MD 21209
Phone number
(410) 413-2600
Established
Maryland since 03/18/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CAMPBELL & COMPANY, LPOWNER
LLOYD, THOMAS PAGEDIRECTOR, PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER4001249
MCANDREW, JAYMEECHIEF FINANCIAL OFFICER & TREASURER7497549
RADLE, JOHN ROBERTDIRECTOR & CHIEF OPERATING OFFICER2046095

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

CAMPBELL FINANCIAL SERVICES, LLC

CRD#: 42953

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