Glen Morris
Glen Morris is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 32 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Boca Raton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Glen is involved in three outside business activities. He is a musician, spending about 10-20% of his time writing and performing music, operates under the DBA Glen Morris Financial, and owns Glen Morris Financial LLC for expense management, dedicating nearly full-time hours to the LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wachovia Securities Financial Network, INC.Broker
Jwgenesis Securities, INC.Broker
Ladenburg, Thalmann & CO., INC.Broker
Mesirow Financial, INC.Broker
Prudential Securities IncorporatedBroker
J. Gregory & Company, INC.Broker
State Registrations17 states
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