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Christy Morrison

Raymond James & Associates, INC.
26 Years of Experience
Alpharetta, GA
1 DisclosureBroker
View SEC Summary
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Christy Morrison is a registered investment advisor at Raymond James & Associates, INC., based in Alpharetta, GA, with 26 years of industry experience. Christy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2400 Lakeview Parkway, Suite 200, Alpharetta, GA, 30009

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christy is a director on the Woodward Academy Alumni Board of Directors since 2015. She dedicates minimal time to deepen relationships among alumni and encourage leadership roles.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2026 - Present · 5 mos
Raymond James & Associates, INC.Broker
May 2026 - Present · 5 mos
Previous Registrations
RBC Capital Markets, LLCBroker
March 2018 - June 2026 · 8 yrs 3 mos
RBC Capital Markets, LLC
March 2018 - June 2026 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - March 2018 · 11 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2005 - March 2018 · 12 yrs 4 mos
Ing Financial Partners, INC.Broker
September 2003 - June 2004 · 9 mos
The (wilson) Williams Financial GroupBroker
September 2001 - September 2003 · 2 yrs
A. G. Edwards & Sons, INC.Broker
October 1998 - September 2001 · 2 yrs 11 mos
State Registrations20 states
ALAZCACOFLGAILMAMDMINCNJNYORSCTNTXVAWAWY
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.
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