Terry Ray Morris

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 08/2012 → 09/2018
  Raymond James & Associates, Inc.
  Memphis, TN
• 09/2018 → Present
  Raymond James Financial Services, Inc
  Memphis, TN
• 10/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Memphis, TN

Previous Registrations

• 2012-08-31 → 2018-10-01
  Raymond James & Associates, Inc.
  Memphis, TN
• 2009-06-01 → 2012-09-11
  Morgan Stanley
  Memphis, TN
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Memphis, TN
• 2002-12-10 → 2007-04-02
  Morgan Stanley Dw Inc.
  Memphis, TN
  Memphis, TN

Other Businesses

(1)Name of Business: Avenue Wealth Advisors Address: 1715 Aaron Brenner Drive Suite 250, Memphis, TN, 38120, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/18/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisor

Exams

• S66 Uniform Combined State Law Examination
  1999-07-07

Designations

• Certified Financial Planner

Other Names

• Terry Ray Morris
• Terry R Morris