Leon Livingstone Morris

Employer firm

Abg Financial Services, Inc. CRD 170225

$9.79M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 06/1984 → Present
  Leon L. Morris, Chfc, Clu, Ffsi
  Dacula, GA
• 04/2017 → Present
  Myfsp. Co
  Dacula, GA
• 01/2025 → Present
  The Mortgage Calculator Company
  Miami, FL

Previous Registrations

• 2021-07-28 → 2021-10-25
  Iams Wealth Management, Llc
  Dacula, GA
  Omaha, NE
• 2003-09-15 → 2004-12-03
  Morris Capital Management, Inc.
  Woodstock, GA

Other Businesses

Leon L. Morris, ChFC, CLU, FFSI; Dacula, GA; President/Owner; Life, Health, Disability, Long-Term Care, Annuities; Not Investment Related; Start Date 06/1984; Approximately 40 hrs/month; 20 of Which are During Securities Trading Hours. MyFSP. Co; Dacula, GA;4/17/2017; Develop scientifically sound financial planning tools and educational programs for U.S. residents and planning practitioners. 10hrs/month; 5 of Which are During Securities Trading Hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-21
• S63 Uniform Securities Agent State Law Examination
  1987-11-09

Designations

• Chartered Financial Consultant

Other Names

• Leon Livingston Morris