David Gene Morris
Investment adviser representative at Charles Schwab & Co., Inc.
8 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
8 years in the industry.
- Charles Schwab & Co., Inc.Dec 2022 to now
- UnemployedMay 2022 to Dec 2022
- Tec PortingJul 2021 to May 2022
- Peak Brokerage Services, LLCJun 2021 to Jul 2021
- Diamond Client GroupAug 2020 to Jul 2021
- Jkm StrategicJan 2018 to Aug 2020
- MML Investors Services, LLCOct 2016 to Dec 2020
- Massachusetts Mutual Life Insurance CoSep 2016 to Dec 2020
- Park Ave SecuritiesSep 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6330140
- Firm CRD
- 5393