LM
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Leah Morris

6 Years of Experience
Baton Rouge, LA
Broker

Leah Morris is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Baton Rouge, LA, with 6 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5422 Superior Drive, Suite D, Baton Rouge, LA, 70816

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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

Leah is a director for CLM Private Foundation, a charitable entity, and an officer of Financial Service Corporation of Baton Rouge, dedicating minimal time to each. Leah also is involved with rental real estate, spending a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2019 - Present · 6 yrs 5 mos
Raymond James Financial Services, INC.Broker
April 2019 - Present · 7 yrs 1 mo
State Registrations38 states
ALARCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMNMOMSMTNCNHNJNYOKORSCTNTXUTVAWAWIWY
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.
Leah Morris - Financial Advisor | TrueAdvisor