Independence, Integrity, Ideals
Morris Group Inc. provides excellent framework for a truly independent advisor. Our advisors may choose which product best suits their client's financial objectives.
We insist our advisors put you, the client first. Meeting your goals is our desire. Each advisor has access to an extraordinary amount of information and technology, but yet still has true independence.
Our ideals are simple; treat people fairly, honestly and with respect.
You and your advisor are free to choose any investment style that works for you. Our representatives have the experience, knowledge and resources to assist with your financial decisions. Morris Group Inc. offers your advisor the freedom to run their business to benefit you, the client.
Mutual Funds, Annuities, Insurance
As a non-carrying broker/dealer, Morris Group Inc. may forward applications and investment monies to be held directly at the mutual fund, variable annuity, or life insurance companies. These companies are the holder of the investment or life insurance, and are responsible for delivery of your account statements and confirmations.
Every advisor must be registered with a broker/dealer. Morris Group Inc. is a non-carrying broker/dealer. Non-carrying means we do not hold cash or securities. Broker/dealers are the intermediaries in the securities industry. We acquire relationships with leading mutual fund and insurance companies. Advisors have clients that they do business with, which is processed through the broker/dealer. The broker/dealer enforces the rules and regulations of the industry, as well as assuring a superior level of service from their advisors. All broker/dealers and advisors are registered with the Financial Industry Regulatory Authority.
Verification of Morris Group Inc. registration and registration of our registered representatives can be found under the FINRA Broker Check area at http://www.finra.org/.