Christopher Morris
Christopher Morris is a CFP-designated registered investment advisor at Cma Financial Services, based in Atlanta, GA, with 25 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 81 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
1 Dunwoody Park, Suite 105, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Christopher is the officer/president of a CPA practice, chairman of an RIA, and treasurer of an insurance agency. He also works as a contractor for an insurance agency, executor for an estate, and is publishing a book.
Employment History
Current Registrations
Cma Financial Services
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Triad Advisors, INC.
Triad Advisors, INC.Broker
Intersecurities, INC.Broker
AXA Advisors, LLCBroker
State Registrations5 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.