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Glenn Roger Morris

GLENN MORRIS, INC·ANDERSON, California
Series 7, Series 24, Series 63Clean record28 years registeredGLENN MORRIS, INC
2807 CHILDRESS DR, ANDERSON, CA 96007CRD# 2304786Firm CRD# 165662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Glenn Roger Morris · ANDERSON, CA
Registration
CRD #2304786 · GLENN MORRIS, INC · 28 years registered
Brand Profile
Not yet started
01

Career History

MORRIS WEALTH MANAGEMENT
Sep 2025 – present
MORRIS WEALTH MANAGEMENT
Apr 2013 – Oct 2025
ANDERSON, CA
LPL FINANCIAL LLC
Nov 1997 – May 2013
ANDERSON, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · November 18, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GLENN MORRIS, INC
CRD 165662 · SEC 801-77751
AUM
$34M
Regulatory assets under management
Employees
1
242 client accounts
Services offered by GLENN MORRIS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GLENN MORRIS, INC →
Introduction

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05

Frequently Asked Questions

What services does Glenn Roger Morris offer?
Glenn Roger Morris specializes in Financial Planning, Investment Management. Contact their office in ANDERSON, California for a consultation.
What are Glenn Roger Morris's credentials?
Glenn Roger Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Glenn Roger Morris located?
Glenn Roger Morris is based in ANDERSON, California, working with GLENN MORRIS, INC. Their office serves clients in the ANDERSON metropolitan area and surrounding communities.
How does Glenn Roger Morris charge for services?
Glenn Roger Morris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLENN MORRIS, INC?
GLENN MORRIS, INC has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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