Unclaimed Profile

Raquel Tanica Morris

FINDEC WEALTH SERVICES, INC.·STOCKTON, California

Clean recordFINDEC WEALTH SERVICES, INC.

3555 DEER PARK DRIVE, STOCKTON, CA 95219CRD# 5421348Firm CRD# 311949

Profile Verification

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

Identity

Raquel Tanica Morris · STOCKTON, CA

Registration

CRD #5421348 · FINDEC WEALTH SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Raquel Tanica Morris is a registered financial advisor based in STOCKTON, California, affiliated with FINDEC WEALTH SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINDEC WEALTH SERVICES, INC.

AUM

$964M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINDEC WEALTH SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5421348

Firm CRD# 311949

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Raquel Tanica Morris offer?

Raquel Tanica Morris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STOCKTON, California for a consultation.

What are Raquel Tanica Morris's credentials?

Raquel Tanica Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Raquel Tanica Morris located?

Raquel Tanica Morris is based in STOCKTON, California, working with FINDEC WEALTH SERVICES, INC.. Their office serves clients in the STOCKTON metropolitan area and surrounding communities.

How does Raquel Tanica Morris charge for services?

Raquel Tanica 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 FINDEC WEALTH SERVICES, INC.?

FINDEC WEALTH SERVICES, INC. has approximately 4 employees and manages $964M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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