Millard Morrison is a registered investment advisor at Stonex Advisors INC., based in New Orleans, LA, with 42 years of industry experience. Millard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
7624 Maple St Street, Suite C, New Orleans, LA, 70118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Millard is the director and owner of Lookout Mountain Properties, Inc. (since 1989) and Lookout Mountain Camp, Inc. (since 1992), a residential summer camp for boys, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Asset Management, INC.
Sterne Agee & Leach, INC. Capital Management
Sterne, Agee & Leach, INC.Broker
Morgan Keegan & Company, INC.Broker
Scharff & Jones, INC.Broker
Howard, Weil, Labouisse, Friedrichs IncorporatedBroker
State Registrations2 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.