Lamar Morris
Lamar Morris is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Sugar Land, TX, with 28 years of industry experience. Lamar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
2245 Texas Drive, Building A-2, Suite 290, Sugar Land, TX, 77479
Get directionsHistory
Regulatory History
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 →Other Business Activities
Lamar is involved with Spooner Petroleum in oil and gas exploration since 1992, dedicating minimal time. He also serves on the Board of Directors for the Houston Racquet Club, a private social tennis club, spending minimal time per month.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.
Exams
More Advisors
- Max Cameau, ChFCStifel, Nicolaus & Company, Incorporated
- Asaf GlaichStifel, Nicolaus & Company, Incorporated
- Bart Reese, CFPStifel, Nicolaus & Company, Incorporated
- William Harris, CFPJ.P. Morgan Securities LLC
- Samuel Clark, CFPStrategic Advisers LLC
- Jeremiah Patterson, CFPCetera Investment Advisers LLC