Bradley
Morris
Lifemark Securities Corp
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About this Advisor
Bradley Morris is a financial advisor based in Houston, Texas, working with Lifemark Securities Corp. Bradley has previously held positions at American-Nordic Trading Co, Foresters Equity Services, Inc, The Prudential Insurance Co. Of America, Pruco Securities, LLC, B.A. Morris & Company, Inc, Lifemark Securities Corp, and as an Independent Insurance Agent. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Bradley is part of Lifemark Securities Corp, which operates out of Houston, Texas. The firm has 66 offices and 86 employees. The firm manages assets totaling $246.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Lifemark Securities Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lifemark Securities Corp Brokerage Details
$246,107,839
86
1,231
$199,925
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bradley Morris Work History
Lifemark Securities Corp
B.A. Morris & Company, Inc
Independent Insurance Agent
The Prudental Insurance Co. Of America
Pruco Securities, LLC
Foresters Equity Services, Inc
Foresters Equity Services, Inc
American-Nordic Trading Co
Disclosures
Please visit the SEC profile of Bradley Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifemark Securities Corp
Valparaiso, IN
Littleton, CO
Little Falls, NY
Rochester, NY
Baton Rouge, LA
Bear, DE
Pearl River, NY
Rochester, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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