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Raquel Tanica Morris

FINDEC WEALTH SERVICES, INC.·STOCKTON, California
Unclaimed Profile
3555 DEER PARK DRIVE, STOCKTON, CA 95219CRD# 5421348Firm CRD# 311949
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINDEC WEALTH SERVICES, INC.
FINDEC WEALTH SERVICES, INC.
AUM
$964M
Regulatory assets under management
Employees
4
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5421348
Firm CRD# 311949
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in STOCKTON
Nancy Elizabeth Lee — FINANCIAL DECISIONS, INC.Tolen Clement Teigen — FINDEC WEALTH SERVICES, INC.John Shaw Notman — JOHN SHAW NOTMANMichael Lee Dalton — ATTENTIVE INVESTMENT MANAGERS, INC.Frederick Morgan Lee — FINANCIAL DECISIONS, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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