CM
CFP
CM
CFP

Clark Morrison

42 Years of Experience
St Louis, MO
Broker

Clark Morrison is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St Louis, MO, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

9900 Clayton Road, St Louis, MO, 63124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Clark serves as co-trustee for his father's trust, a role he has held since 2006. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2018 · 10 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
December 1985 - January 2008 · 22 yrs 1 mo
M. E. Metzler Organization, INC.Broker
December 1983 - January 1986 · 2 yrs 1 mo
State Registrations21 states
AZCACOFLGAIAILKSMIMNMOMTNCNYOHOKORPASCTXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Clark Morrison - Financial Advisor | TrueAdvisor