Ken Morris

Ken Morris is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA. Reported securities licenses include Series 66. The latest record indicates 20 years of industry experience and 13 years of reported work history. Reported roles include Bank of America, N.A..

SEC disclosures list additional business and community activities: I; 75405for Profit Or Not For Profit: For-Profit Organizationname Of Outside Business Organization: Trusteeinvestment Related: Naddress Of Business:tucson: I; 108434for Profit Or Not For Profit: For-Profit Organizationname Of Outside Business Organization: Chlasher Holdings Llcinvestment Related: Naddress Of Business:tucson: It is not an operating company and is a disregarded entity for tax purposes; 1587255for Profit Or Not For Profit: Name Of Outside Business Organization: G: M; Iii merrill accountsinvestment related: naddress of business: tucson, az, 85730,usnature of business: position, title, association: power of attorneystart date of relationship: 11/19/2023number of hours devoted: yearlynumber of hours devoted during trading hours: 0duties: for my dad's accounts i; 2891304entity Type: N/aname Of Oba: Sweetheart Llcaddress:coronado Californiainvestment Related:noposition: I am a trustee of this irrevocable trust; She is a minor so cannot own the llc or act as managing member directly; 2934318: This includes interfacing with previous and potential sponsors, including decision makers at accounting and law firms; Acg holds monthly educational events, networking events and an annual conference on m&a, so the sponsorship committee tries to find companies to sponsor the costs of the event.

Merrill Lynch, Pierce, Fenner & Smith Incorporated's firm-level Form ADV reports 25,565 advisors across 5,327 offices; approximately 71.9 clients per advisor, average assets per client of $968,779, and regulatory AUM of $1.8T; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.