Richard Gene Morrison

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Mechanicsburg, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Mechanicsburg, PA

Other Businesses

Business Ownership; Market Cross Pub; None; Restaurant- ownership shares were gifted to me and my sister by my step-Dad after my Mom passed because she was sole owner. My sister, Ashleigh Corby, is the majority owner and operator.; 113 North Hanover Street, , Carlisle, PA, 17013; Not Investment-Related; 02/17/2017; 0 hours per month; 0 during trading hours / M Consulting Group LLC; Managing Partner; This is a marketing, management and administrative firm to support our non-licensed activities.; 5001 Louise Drive Suite 103, , Mechanicsburg, PA, 17055; Not Investment-Related; 01/19/2018; 10 to 19 hours per month; 10 to 19 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-24
• S63 Uniform Securities Agent State Law Examination
  1996-10-31

Other Names

• Dj Morrison
• Richard Gene Morrison Jr