Christopher Morris is a CFP-designated registered investment advisor, based in Sarasota, FL, with 9 years of industry experience.
Location
1515 Ringling Blvd, Suite 900, Sarasota, FL, 34236
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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
Christopher works as a Tax & Advisory Manager at CS&L CPAS, dedicating full-time hours to accounting, tax, and consultation services. He is also an Insurance Agent with Avantax Insurance Agency and/or Avantax Insurance Services, spending minimal time with the potential to sell various annuity and insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Hbks Wealth Advisors
State Registrations1 state
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