Sarasota Financial Group, Inc.

User TypeAdvisor
Entity NameSarasota Financial Group, Inc.
Member since01/18/2011
SEC Registration #1793507
Minimum Investment Required($ 1.0)
Assets Under Managment($ 1.0)

Summary

William S. Morris is the President of Sarasota Financial Group, Inc., (SFG) a Registered Investment Advisory firm and a licensed insurance agency offering securities thru INVEST Financial Corporation, Member FINRA, SIPC and Registered Investment Advisor.

Mr. Morris is a Chartered Federal Employee Benefits Consultant (ChFEBC) who specializes in the fields of: Financial, Retirement, Estate and Benefit Planning for Federal Employees.  By offering a complete array of financial products; including stocks, bonds, mutual funds, fixed and variable annuities, plus life and health insurance products to Federal Employees.

Contact Details

 
LocationSarasota, Florida
Address4967 Oldham Street
Postal Code34238
CountryUnited States
Phone941-927-1050
Fax941-927-1070
Web Site

Fee Structure

Advisory Solutions Fee of 1.25%
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Other resources

IARDInvestment Adviser Registration Depository
FINRAFinancial Industry Regulatory Authority
AAFMAmerican Academy of Financial Management
CFPCertified Financial Planner Board of Standards
FPAFinancial Planning Association