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Advisors / Maine / Cumberland
5yrs

Ryan Morris

Financial advisor at Cambridge Investment Research Advisors

Cumberland, MEFiduciary advisor
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At a glance

Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeCumberland, ME
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state

Services through Cambridge Investment Research Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Investment Adviser Law Examination

Career

  1. 2022 – now
    Cambridge Investment Research Advisors, Inc.Current firm

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ryan

How do I contact Ryan?

Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Ryan Morris. Ryan works from the Cumberland, ME office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2022, about 5 years. 5 years in the industry.

What licenses does Ryan hold?

Series 65. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Ryan for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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