Unclaimed Profile

Richard Ree Morey

SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.·SAN RAMON, California

Series 6, Series 7, Series 26, Series 63, Series 6524 years registeredSECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

18 CROW CANYON COURT, SAN RAMON, CA 94583CRD# 2768618Firm CRD# 132777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Ree Morey · SAN RAMON, CA

Registration

CRD #2768618 · SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. · 24 years registered

Brand Profile

Not yet started

Career History

SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

Feb 2011 – present

SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

Jan 2011 – Jan 2011

SAN RAMON, CA

SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

Jan 2005 – Dec 2010

SAN RAMON, CA

BELLINGHAM INVESTMENT MANAGEMENT

Jun 2002 – Dec 2005

SAN RAMON, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · June 13, 2002

Years registered · 24

Disclosure History

2018Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

CRD 132777 · SEC 801-125823

AUM

$97M

Regulatory assets under management

Employees

546 client accounts

Services offered by SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. →

Introduction

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Frequently Asked Questions

What services does Richard Ree Morey offer?

Richard Ree Morey specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN RAMON, California for a consultation.

What are Richard Ree Morey's credentials?

Richard Ree Morey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Ree Morey located?

Richard Ree Morey is based in SAN RAMON, California, working with SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.

How does Richard Ree Morey charge for services?

Richard Ree Morey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.?

SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. has approximately 5 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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