Bradley
Morris
Commonwealth Financial Network
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About this Advisor
Bradley Morris is a financial advisor based in Lufkin, Texas, working with Commonwealth Financial Network. Bradley has previously held positions at Advanced Financial Group, Woodlands Securities Corporation, and Commonwealth Financial Network. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Bradley is part of Commonwealth Financial Network, which operates out of Lufkin, Texas. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Bradley Morris Work History
Commonwealth Financial Network
Advanced Financial Group
Woodlands Securities Corporation
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.
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