Advisor at I.L. "Lonnie" Morris, CPA
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Firm
I.L. "Lonnie" Morris, CPA
Location
Plano, TX
Credentials
Series 65
Industry experience
11 years
Irvin Morris is a Series 65 credentialed advisor with 11 years of industry experience. He has been associated with I.L. "Lonnie" Morris, CPA & Company since 1985. The firm historically served clients of its CPA practice by providing limited investment advisory services focused on solicitor activities rather than direct asset management. I.L. "Lonnie" Morris, CPA primarily matched clients with independent financial planners and brokers, assisting with understanding investment vehicles without offering specific recommendations. The firm’s background as a CPA practice merged with Harvey & Tully PC and its use of solicitor compensation arrangements distinguish it from typical investment management firms.
Plano, TX
Texas
I L "LONNIE" MORRIS, CPA & COMPANY
1985 - Present (41 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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