Randel Morris
Randel Morris is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Cranberry Township, PA, with 41 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
800 Cranberry Woods Drive, Suite 200, Cranberry Township, PA, 16066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randel owns and maintains multiple rental properties, including a duplex and townhouses through LOWLA, LP, RGMO Management LLC, and RGMO, LP. He dedicates a few hours per week to these real estate activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
PNC Brokerage CORPBroker
PNC Securities CORPBroker
Gna Securities, INC.Broker
Financial Investment Analysts, INC.Broker
State Registrations48 states
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