professional profile

Charles Randal Morris, CFP, ChFC

AgentRRIAR Scottsdale, AZ CRD 1096446 Last verified October 2026

Overview

Charles Randal Morris is an insurance agent, a registered representative and an investment adviser representative based in Scottsdale, AZ, with 43 years in the industry.

Years in the industry: 43
States licensed: 23
States registered: 23
Carrier appointments: 21

Contact

2 business emails and 3 phone numbers on file

Business emailj•••••.s••••@••••••••.com

Other emaili••••@••••••••.com

Business phone(•••) •••-••••

Other phone(•••) •••-••••

Business address••• ••••••• •••••, ••••• ••

Registrations and licenses

Licensed in 23 states
Registered in 23 states

Agent
Producer
Series 22
Series 24
Series 51
Series 6
Series 63
Series 7
SIE

4 lines of authority, with every state and its dates

Firms

Purshe Kaplan Sterling InvestmentsCurrent firm
Summit Wealth GroupCurrent firm

Employment history since 1983

Carriers

21 active carrier appointments

••••••• •••• •••••••••Active

•••••• ••••••••• ••Active

•••••••• ••••Active

Book and practice

Firm assets under management on file

on one Accupoint record

Insurance agent, registered representative and investment adviser representative, on one record
Licensed in 23 states
Registered in 23 states
21 active carrier appointments
4 lines of authority

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