Unclaimed Profile

Lynn Sue Morrill

GBS FINANCIAL CORP.·SANTA ROSA, California

SIE, Series 4, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63Clean recordGBS FINANCIAL CORP.

558 B STREET, SANTA ROSA, CA 95401-5274CRD# 1031518Firm CRD# 16906

Profile Verification

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

Identity

Lynn Sue Morrill · SANTA ROSA, CA

Registration

CRD #1031518 · GBS FINANCIAL CORP.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GBS FINANCIAL CORP.

CRD 16906 · SEC 801-60744

AUM

$811M

Regulatory assets under management

Employees

354 client accounts

Services offered by GBS FINANCIAL CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GBS FINANCIAL CORP. →

Introduction

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Frequently Asked Questions

What services does Lynn Sue Morrill offer?

Lynn Sue Morrill specializes in Financial Planning, Investment Management. Contact their office in SANTA ROSA, California for a consultation.

What are Lynn Sue Morrill's credentials?

Lynn Sue Morrill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynn Sue Morrill located?

Lynn Sue Morrill is based in SANTA ROSA, California, working with GBS FINANCIAL CORP.. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.

How does Lynn Sue Morrill charge for services?

Lynn Sue Morrill's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GBS FINANCIAL CORP.?

GBS FINANCIAL CORP. has approximately 21 employees and manages $811M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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