Nathaniel Adam Morris

Financial Life Advisors

22 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Financial Life Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

219 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$345.8M

Fee Structure

Location

14607 San Pedro Ave., Suite 190, San Antonio, TX, 78232

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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.

Employment History

Current Registrations

Financial Life Advisors

April 2020 - Present · 5 yrs 10 mos

Previous Registrations

Cetera Advisor Networks LLCBroker

November 2017 - August 2019 · 1 yr 9 mos

Cis Wealth Management Group

December 2012 - April 2020 · 7 yrs 4 mos

Girard Securities, INC.

October 2012 - December 2012 · 2 mos

Legacy Wealth Counselors

July 2012 - April 2013 · 9 mos

Girard Securities, INC.Broker

July 2012 - November 2017 · 5 yrs 4 mos

Next Financial Group, INC.

March 2011 - July 2012 · 1 yr 4 mos

Next Financial Group, INC.Broker

August 2005 - July 2012 · 6 yrs 11 mos

Linsco/private Ledger CORP.Broker

December 2003 - August 2005 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.