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Morris A

Series 66, Series 63

Beverly Hills, CA

Sowell Management

Morris Amiri is a financial advisor at Sowell Management with 17 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Sowell Management since 2018, with prior experience at Sunset West Advisors and D A Investments. Outside of his advisory role, he is the owner of GLC Management, a real estate company. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm provides investment management, financial planning, retirement-plan advisory, and related consulting services through a multi-branch independent contractor model with over 100 advisors.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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