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Chris Morris is a Certified Financial Planner Professional  TM and a Certified Public Accountant.  Chris has an MBA in finance from Georgia State University.  He was a professor of finance and investments and was CFO, Controller and Treasurer of several large insurance companies where he managed investments, and ran accounting departments for over ten years.  Today, Chris is the President of CMA and has run this business for over fifteen years, helping small businesses and individuals increase their wealth! 

 

 

 

 

Meet Chris Morris

 

 

 

 

 

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For California Residents:

"A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the licensure status or disciplinary history of a broker/dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her stated securities law administrator."

CA Insurance License No. ______0E72027

Investment Advisor Representative with and Securities and Investment Advisory Services offered through Transamerica Financial Advisor, Inc. (TFA) member FINRA & SIPC and a Registered Investment Advisor. Non-Securities products and services are not offered through TFA . TFA and CMA Financial Services are not affiliated. Neither TFA nor its representatives provide legal, tax, ERISA nor accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of TFA .LD28084-03/12