BBB Accredited Business Profile

Robert J. Morris, CFP

Robert J. Morris, CFP

(866) 498-3529

Robert J. Morris, CFP

20 years in business
8235 YMCA Plaza Drive, Suite 401
Baton Rouge, LA 70810
Additional Phone Numbers
  • (225) 405-2020
BBB File Opened: 02/25/2011
Business Started: 01/01/1997
Business Started Locally: 01/01/1997
Type of Entity
Limited Liability Company (LLC)
Contact Information
  • Principal: Mr. Robert J. Morris, Owner
  • Mr. Whitcomb A Morris, Financial Advisor, CFP
  • Ms. Kristine Morris, Assistant
  • Mr. Christopher Palermo, Paraplanner
  • Mr. Joey Poirrier, Financial Advisor
Business Category
  • Financial Planning Consultants
Products & Services
This company offers financial planning & advice. It offers investment options & management through a wide array of products & services.
Alternate Business Names
  • Morris & Palermo Holdings, Inc.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
5

Robert J. Morris, CFP

Robert J. Morris, CFP

BBB ACCREDITATION SINCE 03/15/2011

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