LM
LM
Lynn Morris
44 Years of Experience
Alpharetta, GA
1 DisclosureBrokerSells Insurance
Lynn Morris is a registered investment advisor at Planmember Securities Corporation, based in Alpharetta, GA, with 44 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B
Fee Structure
Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Alpharetta, GA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2021Settled
Other Business ActivitiesSells Insurance
Lynn is an agent selling fixed indexed annuities since 2010. She dedicates minimal time to this activity.
Employment History
Current Registrations
Planmember Securities CorporationBroker
March 2011 - Present · 15 yrs 2 mos
Planmember Securities Corporation
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Symetra Investment Services, INC.
February 2010 - March 2011 · 1 yr 1 mo
Symetra Investment Services, INC.Broker
February 2010 - March 2011 · 1 yr 1 mo
VALIC Financial Advisors, INC.
March 2003 - January 2010 · 6 yrs 10 mos
VALIC Financial Advisors, INC.Broker
January 1999 - January 2010 · 11 yrs
The Variable Annuity Marketing CompanyBroker
December 1981 - November 2001 · 19 yrs 11 mos
State Registrations1 state
GA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.