CHARLES RANDAL MORRIS is an investment adviser representative (IAR) with state registration records since 1997, appearing at 4 firms. Currently registered with SUMMIT WEALTH GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT WEALTH GROUP LLC | 2025-04-14 | present | Yes |
| COMMONWEALTH EQUITY SERVICES, LLC | 2005-07-05 | 2025-05-01 | — |
| SUMMIT WEALTH GROUP, INC. | 2003-02-27 | 2009-06-12 | — |
| EFP WEALTH MANAGEMENT | 1997-07-08 | 2004-11-11 | — |