GM
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Garrett Morris

4 Years of Experience
Stillwater, OK
BrokerSells Insurance

Garrett Morris is a registered investment advisor, based in Stillwater, OK, with 4 years of industry experience.

Location

324 S. Husband St., Ste 104, Stillwater, OK, 74074

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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 ActivitiesSells Insurance

Garrett is a Wealth Manager/IAR with Merit Financial Group, dedicating full-time hours to serving clients. He also works as an insurance agent providing fixed insurance advice and serves as a Music Director for Stillwater Bible Church, dedicating about 10-20% of his time.

Employment History
Current Registrations
Purshe Kaplan Sterling Investments
August 2024 - Present · 2 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 2 yrs 1 mo
Merit Financial Advisors
December 2022 - Present · 3 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
October 2022 - August 2024 · 1 yr 10 mos
1st Global Capital CORP.Broker
January 2012 - October 2012 · 9 mos
1st Global Capital CORP.Broker
September 2010 - May 2011 · 8 mos
State Registrations1 state
OK
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.
Garrett Morris - Financial Advisor | TrueAdvisor