Tyler Gene Morris

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2016 → 11/2016
  Wells Fargo Advisors, Llc.
  Florence, SC
• 02/2013 → 01/2020
  Wells Fargo Bank Na
  Florence, SC
• 08/2013 → Present
  Francis Marion University
  Florence, SC
• 11/2016 → 01/2020
  Wells Fargo Clearing Services, Llc
  Florence, SC
• 01/2020 → Present
  Raymond James & Associates, Inc
  Florence, SC

Previous Registrations

• 2016-07-06 → 2020-01-22
  Wells Fargo Clearing Services, Llc
  Charleston, SC
  Florence, SC
  Columbia, SC
  Florence, SC
  Florence, SC
  Florence, SC

Other Businesses

(1)Name of Business: CAP Real Estate Holdings, LLC Address: 1452 W Evans St Ste 100, Florence, SC, 29501-3391, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/08/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Organizer/LLC Member (2)Name of Business: Tenacious Grace Ministries Address: 1413 W Evans St, Florence, SC, 29501, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 07/15/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help manage/direct the activities of the charity. Attend charity events, raise awareness in the community, etc.\nStay up to date on financial of the organization. Offer financial guidance where needed. Be able to explain financial issues that may arise to other board members. Will NOT be a signer on any account nor take posession of any checks/funds. (3)Name of Business: The School Foundation Address: 320 W Cheves St, Florence, SC, 29501, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 06/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have been asked to serve as a committee member on the Finance and Investment Committee for The School Foundation. My primary responsibilities will be to attend review calls with investment manager, assist with future RFPs, offer guidance on investment policy, etc. I will not be a signer on any accounts or take possession of any funds for the foundation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-06
• S63 Uniform Securities Agent State Law Examination
  2016-06-13

Designations

• Certified Financial Planner

Other Names

• Tyler Morris