BM
BM

Blake Barnes Morris

22 Years of Experience
Broker
Areas of Practice
Alternative Investments
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
2,241 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
Loading...

Location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Hilltop Securities INC.
June 2016 - Present · 9 yrs 8 mos
Hilltop Securities INC.Broker
January 2016 - Present · 10 yrs 1 mo
Hilltop Securities Asset Management, LLC
April 2008 - Present · 17 yrs 10 mos
Previous Registrations
Fsw Advisory Services INC.
May 2017 - February 2019 · 1 yr 9 mos
First Southwest Company, LLCBroker
April 2008 - January 2016 · 7 yrs 9 mos
The Ayco Company,l.p.
June 2003 - April 2008 · 4 yrs 10 mos
Mercer Allied Company, L.P.Broker
January 2003 - April 2008 · 5 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Blake Barnes Morris - Financial Advisor | TrueAdvisor