I.L. “Lonnie” Morris, CPA used to match clients with financial planners/stock brokers and help them understand investment vehicles. Lonnie did not sell, buy, recommend, or manage investments. He is now retired and enjoys residuals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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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