Gary Morris
Gary Morris is a registered investment advisor at Independent Financial Group, LLC, based in Arcadia, CA, with 31 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
255 E. Santa Clara St., Ste. 300, Arcadia, CA, 91006
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is involved in several business activities, including real estate, tax preparation, mortgage lending, and legal services as an attorney. He dedicates nearly full-time hours to his law corporation.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Girard Securities, INC.Broker
Girard Securities, INC.
Aig Financial Advisors, INC.Broker
Professional Advisory Services,inc.
Sentra Securities CorporationBroker
Laguna Securities, INC.Broker
Wealth Resource Capital CorporationBroker
State Registrations13 states
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.