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Annie M

Series 63, Series 65

Hampstead, MD

Commonwealth Financial Network

Annie Morrison is a financial advisor with Commonwealth Financial Network in Hampstead, MD, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with Commonwealth and her own firm, Zuma Financial Advisors, LLC, since 2013 and 2016 respectively, and previously worked at LPL Financial, LLC from 2011 to 2016. Morrison is the owner of Zuma Financial Advisors, an entity facilitating securities, advisory, and insurance businesses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing affiliated advisors discretion in portfolio construction and access to managed model portfolios and various customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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