RM
RM

Rodney Morris

34 Years of Experience
Akron, OH
Broker

Rodney Morris is a registered investment advisor at Wells Fargo Advisors, based in Akron, OH, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4040 Embassy Pkwy Suite 400, [Satellite], Akron, OH, 44333

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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

Rodney has 100% ownership of Life Journey Investments, LLC, an investment-related business. He dedicates full-time hours to this endeavor.

Employment History
Current Registrations
Wells Fargo Advisors
January 2023 - Present · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - January 2023 · 15 yrs
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2023 · 15 yrs
A. G. Edwards & Sons, INC.
July 2005 - January 2008 · 2 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
October 1991 - January 2008 · 16 yrs 3 mos
State Registrations17 states
ALCACOFLGAINKYMDMINCNVOHPASCTXVAWI
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.