TrueAdvisor
TrueAdvisor
BM
BM

Bradley Morris

Ip Financial Advisory Services LLC
39 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Bradley Morris is a registered investment advisor at Ip Financial Advisory Services LLC, based in Houston, TX, with 39 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.

Ip Financial Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
133 advisors
Number of Clients
2,001 clients
Average Client Portfolio
$241K average
Assets Under Management
$481.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K+2.00%

Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2523 Fairway Park Dr, Houston, TX, 77092

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2018
Final
View Full SEC ReportHow to Read Disclosures
Other 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
Ip Financial Advisory Services LLC
August 2026 - Present · 2 mos
Innovation Partners LLC
August 2026 - Present · 2 mos
Innovation Partners LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
Lifemark Securities CORP.
November 2018 - August 2026 · 7 yrs 9 mos
Lifemark Securities CORP.Broker
November 2018 - August 2026 · 7 yrs 9 mos
Lifemark Securities CORP.
November 2018 - November 2018 · 0 mos
Foresters Equity Services, INC.
August 2017 - November 2018 · 1 yr 3 mos
Foresters Equity Services, INC.Broker
August 2017 - November 2018 · 1 yr 3 mos
Prudential Financial Planning Services
June 2017 - August 2017 · 2 mos
Pruco Securities, LLC.Broker
June 2017 - August 2017 · 2 mos
Foresters Equity Services, INC.
April 2015 - June 2017 · 2 yrs 2 mos
Foresters Equity Services, INC.Broker
November 2007 - June 2017 · 9 yrs 7 mos
MML Investors Services, INC.Broker
April 2007 - November 2007 · 7 mos
Foresters Equity Services, INC.Broker
August 2003 - January 2007 · 3 yrs 5 mos
Signal Securities, INC.Broker
October 1998 - April 2002 · 3 yrs 6 mos
Royal Alliance Associates, INC.Broker
September 1995 - September 1996 · 1 yr
Advantage Capital CorporationBroker
May 1991 - August 1995 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
July 1989 - April 1991 · 1 yr 9 mos
Rotan Mosle INC.Broker
February 1988 - May 1988 · 3 mos
The Mutual Life Insurance Company of New YorkBroker
December 1987 - March 1988 · 3 mos
Mony Securities CORP.Broker
December 1987 - March 1988 · 3 mos
Oppenheimer & CO., INC.Broker
March 1984 - November 1987 · 3 yrs 8 mos
Dean Witter Reynolds INC.Broker
April 1982 - March 1984 · 1 yr 11 mos
State Registrations3 states
SDTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Houston, TX →All financial advisors in Texas →