Debra Lynn Morrison
CFP®Professional Summary
Debra Lynn Morrison, CFP® was a registered financial advisor. Debra was a previously registered financial professional and started their career in finance 1979 - 2020. Debra had worked at 11 firms and has passed the Series 63, Series 7, Series 1 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
47 years in the financial services industry
Current & Past Employments
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Current Firm
EMPOWERED RETIREMENT, INC.
Contact Information
Main Address
101 Eisenhower Pkwy Suite 300, Roseland, NJ 07068Phone Number
(973) 709-2244# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
201AUM (Assets Under Management)
$78,668,895Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Mar 1979Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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