Bradley Morris
Bradley Morris is a registered investment advisor at Lifemark Securities CORP., based in Houston, TX, with 39 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
2523 Fairway Park Drive, Suite 508, Houston, TX, 77092
Get directionsHistory
Regulatory History (1)
Financial
March 2018Other Business ActivitiesSells Insurance
Bradley is an independent insurance agent selling various insurance products, dedicating a few hours per week to this activity. He is also the president of B.A. Morris & Company Inc., an importer/exporter and Texas wholesaler of wine and beer, spending minimal time on this.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Lifemark Securities CORP.
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
MML Investors Services, INC.Broker
Foresters Equity Services, INC.Broker
Signal Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Advantage Capital CorporationBroker
A. G. Edwards & Sons, INC.Broker
Rotan Mosle INC.Broker
The Mutual Life Insurance Company of New YorkBroker
Mony Securities CORP.Broker
Oppenheimer & CO., INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.