Brett Morris (CRD# 3237515) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chula Vista, CA and has over 24 years of experience in the finance industry.
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company | Chula Vista, CA | Oct 2022 - Current | 1 |
| Td Ameritrade, Inc. | Bellevue, WA | Oct 2011 - Sep 2023 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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