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Paul Morris

15 Years of Experience
Decatur, AL
Broker

Paul Morris is a registered investment advisor at Wells Fargo Advisors, based in Decatur, AL, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

826 Bank St Ne, Decatur, AL, 35601

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paul has 100% ownership of Paul D Morris Wealth Management Inc. He spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 5 mos
Wells Fargo Advisors
April 2024 - Present · 2 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2021 - April 2024 · 3 yrs 3 mos
Wells Fargo Advisors
January 2021 - April 2024 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2021 - January 2021 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2021 - January 2021 · 0 mos
Wells Fargo Clearing Services, LLC
February 2011 - January 2021 · 9 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
February 2011 - January 2021 · 9 yrs 11 mos
Edward Jones
May 2009 - July 2009 · 2 mos
Edward JonesBroker
March 2009 - July 2009 · 4 mos
State Registrations15 states
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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.