Matt Morris (CRD# 6565364) is an Investment Advisor Representative working at Wells Fargo Advisors in Decatur, AL and has over 8 years of experience in the finance industry.
CRD# 4683935
Lpl Financial LLC
CRD# 2107873
Rfg Advisory, LLC
CRD# 4454449
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Florence, AL | Apr 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Florence, AL | May 2021 - Apr 2024 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florence, AL | Jan 2021 - May 2021 | < 1 |
| Bank Of America, N.a. | Florence, AL | Jan 2021 - May 2021 | < 1 |
| Wells Fargo Clearing Services, LLC | Huntsville, AL | Apr 2019 - Jan 2021 | 1 |
| Firstbank | Florence, AL | Mar 2018 - Apr 2019 | 1 |
| Wells Fargo Bank | Florence, AL | Jul 2014 - Mar 2018 | 3 |
| Enterprise Rent-a-car | Florence, AL | Oct 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
| S63 | Uniform Securities State Law Examination | Nov 2015 |
- AL
- TX
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting 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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