Hector
Morales

Bedrock Investment Advisors

CRD#6157180
Investment Advisor
in Yuma, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Hector Morales is a financial advisor based in Yuma, Arizona, who has 11 years of work experience. Morales is an advisor for Bedrock Investment Advisors. Throughout their career, Morales has worked at College Of Southern Nevada, University Of Nevada Las Vegas, Lpl Financial LLC and Bedrock Investment Advisors, LLC. Morales maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and Florida. Bedrock Investment Advisors is a financial advisory company operating out of Yuma, Arizona. The investment advisory business has offices in four locations and a total of nine financial advisors. It manages $30 million in assets under management among its 165 accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 165 client accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Bedrock Investment Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Bedrock Investment Advisors can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

2260 S 4Th Ave, Ste A
Yuma, AZ 85364

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bedrock Investment Advisors Brokerage Details

Total Assets Under Management

$29,507,382

AZ Average: $1,555,372,352
Total Number of Employees

9

AZ Average: 37
Total Number of Accounts

165

AZ Average: 1,370
Average Account Size

$178,833

AZ Average: $1,135,308

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters

Hector Morales Work History

Hector has 11 years of experience.

2015 - Present (6 years)

Bedrock Investment Advisors, LLC

2013 - Present (8 years)

Lpl Financial LLC

2011 - 2012 (1 year)

University Of Nevada Las Vegas

2009 - 2010 (1 year)

College Of Southern Nevada

Disclosures

Hector Morales has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bedrock Investment Advisors

Jeffrey Boettcher
Scottsdale, AZ
Aaron Steele
Scottsdale, AZ
Andrew Ruckstaetter
Chicago, IL
Hector Morales
Yuma, AZ
Mark Cussen
Scottsdale, AZ
Dennis Snoozy
Phoenix, AZ
Todd Carmack
Scottsdale, AZ
James Trueman
Scottsdale, AZ

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started