Adviser and broker representative · Planmember Securities Corporation
Lynn H. Morris
CRD 1019064 · Alpharetta, GA
At a glance
Lynn H. Morris is an investment adviser representative with Planmember Securities Corporation in Alpharetta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lynn’s SEC record dates to 2003, about 23 years ago. Lynn is also registered as a broker representative.
Current advisory firm
- Planmember Securities CorporationSince March 2011Alpharetta, GA · $10B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Lynn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.