Douglas Morris is a CFP-designated registered investment advisor, based in Perry, OK, with 25 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold.
Location
601 Delaware, Po Box 266, Perry, OK, 73077
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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
Douglas is a Regional Director/IAR with Merit Financial Group and provides fixed insurance advice, dedicating full-time and a few hours per week, respectively. He also owns rental real estate, provides tax preparation and accounting services, and is the treasurer for the North Huskies Basketball Booster Club, dedicating minimal time to each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations14 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.