Morris Paul R Clu Chfc Aep

Apr 19, 2025 4:29 PM

214 East Gibson Street
Covington, LA (Louisiana) 70433-2824
(985) 892-6****

Business Details

Paul Morris (Clu)

Products:	403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries
Services:	Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management
Professionals on Staff:	Analysts
Certifications:	Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
Sales Volume:	500K
Employee Size Range:	3 (appx)
Ethnicity:	Arabic

Additional Categories

Morris Paul R Clu Chfc Aep is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:

Estate Planning & Administration

North American Industry Classification System (NAICS) Categories:

Offices Of Lawyers > Attorneys Estate Planning Law

Standard Industry Classification (SIC) Categories:

Legal Services > Attorneys Support Services > Estate Planning & Administration

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