Lynn Morris
Lynn Morris is a registered investment advisor at Planmember Securities Corporation, based in Alpharetta, GA, with 44 years of industry experience. Lynn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
Alpharetta, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2021Other 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 Corporation
Planmember Securities CorporationBroker
Previous Registrations
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations1 state
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
More Advisors
- Kristin Pinyan, CFPCetera Investment Advisers LLC
- John Kloecker, CFPRaymond James Financial Services Advisors, INC
- Mark Binder, CFPOne Capital Management, LLC
- Andrew Ramsey, CFPConcurrent Investment Advisors, LLC
- Joseph Johnson, CFPRaymond James & Associates, INC.
- Natalie Quinn, CFPElevation Point Wealth Partners, LLC