Gina Morais
Gina Morais is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Liberty Lake, WA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2110 N Molter Rd, Suite 1053, Liberty Lake, WA, 99019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gina owns rental real estate property in California since 2019, dedicating minimal time to managing it. She also works as an independent contractor and financial advisor for Summit Financial Group, taking about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations17 states
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