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Bradley Alan Morris

Lifemark Securities CORP.
38 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Lifemark Securities CORP.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$322K average
Assets Under Management
$461.5M

Fee Structure

Location

2523 Fairway Park Drive, Suite 508, Houston, TX, 77092

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History

Regulatory History (1)
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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
Lifemark Securities CORP.
November 2018 - Present · 7 yrs 3 mos
Lifemark Securities CORP.Broker
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
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
Exams
No exam information available for this advisor.